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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 Ellis Investment Partners, LLC (swap one in):+ Rogers Wealth Group, Inc. $1.04B · Fort Worth, TX+ Rodgers Brothers, Inc. $1.04B · Harmony, PA+ Hartline Investment Corporation $935.5M · Winnetka, IL+ Wick Capital Partners, LLC $929.7M · Wayne, PA
Berwyn, PA
Lancaster, PA
Northville, MI
Assets under management$986.8M$1.05B$937M
Asset growth, last 2 years+42%+42%+43%
Advisory staff18164
Individual clients7863,036582
Assets per client$1.3M$347K$1.6M
Clients per advisor44190146
Main custodianFidelitySchwab–
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack––3
People on Advicer.bio19183

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

ToolEllis Investment Partners, LLCFaithward Advisors, LLCStonebrook Private LLC
Cash Management/Budgeting
Flourish––Uses it
Custodial Platform
Betterment Advisor Solutions––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Ellis Investment Partners, LLC: Fidelity · Faithward Advisors, LLC: Schwab · Stonebrook Private LLC: none listed