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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Capital Cities Investments (swap one in):+ Alethea Capital Management, LLC $302.6M+ Mack Investment Securities, Inc. $302.6M · Northfield, IL+ Legacy Capital $273.4M · The Woodlands, TX+ Normandy Investment Advisors $273.4M · Leawood, KS
Indianapolis, IN
Indianapolis, IN
Assets under management$287.9M$304M$302.5M
Asset growth, last 2 years+6%+44%+51%
Advisory staff1422
Individual clients47650588
Assets per client$605K$602K$3.4M
Clients per advisor3425344
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since2012 or earlier20182022
Tools in their stack1––
People on Advicer.bio1422

From each firm's latest Form ADV (Apr 2026, Feb 2026, Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolCapital Cities InvestmentsProvider Financial, Inc.Unconventional Investor, LLC
Website Builders
WixUses it––

Custodians on Form ADV: Capital Cities Investments: Schwab · Provider Financial, Inc.: LPL Financial · Unconventional Investor, LLC: Schwab, Vanguard