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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+ Rvw Wealth LLC $1.94B · Los Angeles, CA+ Diversified Portfolios, Inc. $1.94B · Bloomfield Hills, MI
Chicago, IL
Deerfield, IL
Bellevue, WA
Assets under management$2.04B$2.18B$1.94B
Asset growth, last 2 years+20%+36%+50%
Advisory staff101832
Individual clients1321,0262,425
Assets per client$15.5M$2.1M$801K
Clients per advisor135776
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since20212012 or earlier2020
Tools in their stack–––
People on Advicer.bio121632

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

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