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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 Crossover Capital (swap one in):+ Mcculley Financial Group, LLC $188.7M · Westchester, IL+ Ivy League Financial Advisors LLC $188.7M · Rockville, MD+ Pacesetter Financial Group, L.l.c. $170.5M · Lincoln, IL+ Patrick Financial Group LLC. $170.4M · Brighton, MI
Yardley, PA
Bala Cynwyd, PA
Coos Bay, OR
Assets under management$179.5M$189.2M$188.5M
Asset growth, last 2 years+47%––
Advisory staff243
Individual clients99252110
Assets per client$1.8M$751K$1.7M
Clients per advisor506337
Main custodianFidelitySchwabAltruist
Filing with the SEC since202320242024
Tools in their stack321
People on Advicer.bio353

From each firm's latest Form ADV (Jun 2026, May 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.

ToolCrossover CapitalOdyssey Capital Advisors Inc.Highroad Wealth Advisors, LLC
Custodial Platform
Altruist––Uses it
Charles Schwab–Uses it–
Wealthscape (Fidelity)Uses it––
Client File Sharing
ShareFile–Uses it–
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Crossover Capital: Fidelity · Odyssey Capital Advisors Inc.: Schwab · Highroad Wealth Advisors, LLC: Altruist