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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 E. A. Horwitz LLC (swap one in):+ Guardian Wealth Management Inc. $289.1M · Peoria, IL+ Schulhoff & Co Inc $286.3M · Cincinnati, OH+ Davis Capital Management $259M · Jacksonville, FL+ 103 Advisory Group $257.2M · Chicago, IL
Deerfield, IL
Normal, IL
Annapolis, MD
Assets under management$272.6M$287M$286.3M
Asset growth, last 2 years+40%+79%+25%
Advisory staff1182
Individual clients347236329
Assets per client$786K$1.2M$870K
Clients per advisor3230165
Main custodianFidelitySchwab–
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack–––
People on Advicer.bio972

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

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

Custodians on Form ADV: E. A. Horwitz LLC: Fidelity, Schwab · Mcbeath Financial Group: Schwab · Shaker Financial Services: none listed