Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 E. A. Horwitz LLC (swap one in):+ Shaker Financial Services $286.3M · Annapolis, MD+ Schulhoff & Co Inc $286.3M · Cincinnati, OH+ Davis Capital Management $259M · Jacksonville, FL+ Kure Advisory, LLC $259M · Plymouth, MN
Deerfield, IL
Normal, IL
Chicago, IL
Assets under management$272.6M$287M$257.2M
Asset growth, last 2 years+40%+79%+36%
Advisory staff1182
Individual clients34723689
Assets per client$786K$1.2M$2.9M
Clients per advisor323045
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20242022
Tools in their stack––1
People on Advicer.bio973

From each firm's latest Form ADV (Mar 2026, Sep 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.

ToolE. A. Horwitz LLCMcbeath Financial Group103 Advisory Group
CRM
Envestnet Tamarac––Uses it

Custodians on Form ADV: E. A. Horwitz LLC: Fidelity, Schwab · Mcbeath Financial Group: Schwab · 103 Advisory Group: Schwab