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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 Facet (swap one in):+ Mutual Advisors, LLC $9.45B · Omaha, NE+ Crawford Investment Counsel Inc $9.14B · Atlanta, GA+ Capital Investment Advisors, LLC $8.21B · Atlanta, GA+ Proficio Capital Partners LLC $8.17B · Newton, MA
West Palm Beach, FL
New York, NY
New York
Assets under management$8.69B$9.32B$9.42B
Asset growth, last 2 years+149%+58%+87%
Advisory staff892048
Individual clients16,0531,2674,139
Assets per client$541K$7.4M$2.3M
Clients per advisor1806386
Main custodianApex ClearingSchwabSchwab
Filing with the SEC since20162012 or earlier2013
Tools in their stack––9
People on Advicer.bio951559

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

ToolFacetJoel Isaacson & Co., LLCRitholtz Wealth Management
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Advisor Data Warehousing
Dispatch––Uses it
CRM
Salesforce––Uses it
Digital Marketing
Vidvisor––Uses it
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
VRGL––Uses it
Tax Planning
Wealth.com––Uses it

Custodians on Form ADV: Facet: Apex Clearing, Fidelity, Schwab · Joel Isaacson & Co., LLC: Schwab · Ritholtz Wealth Management: Schwab, Fidelity