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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 Doyenne Wealth Advisors (swap one in):+ Zuckerman Investment Group $2.17B · Chicago, IL+ Root Financial Partners $2.15B · Austin, TX+ Scs $1.94B · Bellevue, WA+ Rvw Wealth LLC $1.94B · Los Angeles, CA
Chicago, IL
Deerfield, IL
Bloomfield Hills, MI
Assets under management$2.04B$2.18B$1.94B
Asset growth, last 2 years+20%+36%+25%
Advisory staff101811
Individual clients1321,026660
Assets per client$15.5M$2.1M$2.9M
Clients per advisor135760
Main custodianSchwabSchwabSchwab
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio121610

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

ToolDoyenne Wealth AdvisorsNadler Financial Group, Inc.Diversified Portfolios, Inc.
CRM
Envestnet Tamarac––Uses it

Custodians on Form ADV: Doyenne Wealth Advisors: Schwab · Nadler Financial Group, Inc.: Schwab · Diversified Portfolios, Inc.: Schwab