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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 Eagle Global Advisors LLC (swap one in):+ Northeast Investment Management Inc $3.27B · Boston, MA+ Pfg Advisors $3.26B · Phoenix, AZ+ Creative Financial Designs, Inc. $2.94B · Kokomo, IN+ Legacy Knight Mfo, LLC $2.85B · Dallas, TX
Houston, TX
Dallas, TX
Austin, TX
Assets under management$3.1B$3.49B$2.84B
Asset growth, last 2 years+60%+42%+62%
Advisory staff117016
Individual clients33611,699381
Assets per client$9.2M$298K$7.5M
Clients per advisor3116724
Main custodianFidelityLPL FinancialSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1–3
People on Advicer.bio88720

From each firm's latest Form ADV (Sep 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.

ToolEagle Global Advisors LLCAdvisor Resource CouncilMaslow Wealth Advisors
CRM
HubSpot––Uses it
SS&C Black Diamond––Uses it
Digital Marketing
MailchimpUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Eagle Global Advisors LLC: Fidelity, U.S. Bank, SEI · Advisor Resource Council: LPL Financial, Schwab · Maslow Wealth Advisors: Schwab