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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):+ Mack Investment Securities, Inc. $302.6M · Northfield, IL+ Unconventional Investor, LLC $302.5M+ Legacy Capital $273.4M · The Woodlands, TX+ Normandy Investment Advisors $273.4M · Leawood, KS
Indianapolis, IN
Indianapolis, IN
Knoxville, TN
Assets under management$287.9M$304M$273.3M
Asset growth, last 2 years+6%+44%+35%
Advisory staff1422
Individual clients4765051,675
Assets per client$605K$602K$163K
Clients per advisor34253838
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since2012 or earlier20182020
Tools in their stack1–2
People on Advicer.bio1422

From each firm's latest Form ADV (Apr 2026, Feb 2026, Jan 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.Valor Financial Services, LLC
Custodial Platform
Charles Schwab––Uses it
Website Builders
WixUses it–Uses it

Custodians on Form ADV: Capital Cities Investments: Schwab · Provider Financial, Inc.: LPL Financial · Valor Financial Services, LLC: Schwab