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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):+ Innovia Wealth, LLC $3.29B · Grand Rapids, MI+ Northeast Investment Management Inc $3.27B · Boston, MA+ Legacy Knight Mfo, LLC $2.85B · Dallas, TX+ Maslow Wealth Advisors $2.84B · Austin, TX
Houston, TX
Dallas, TX
Phoenix, AZ
Assets under management$3.1B$3.49B$3.26B
Asset growth, last 2 years+60%+42%+78%
Advisory staff117086
Individual clients33611,6997,527
Assets per client$9.2M$298K$433K
Clients per advisor3116788
Main custodianFidelityLPL FinancialSchwab
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack1––
People on Advicer.bio88783

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 CouncilPfg Advisors
Digital Marketing
MailchimpUses it––

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