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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 Feldman, Ingardona & Co (swap one in):+ Zuckerman Investment Group $2.17B · Chicago, IL+ Ascentis Independent Advisors, LLC $2.09B · Dallas, TX+ Nilsine Partners, LLC $1.88B · Greenwood Village, CO+ Capital Management Associates Inc $1.88B · Minneapolis, MN
Downers Grove, IL
Deerfield, IL
Leonardtown, MD
Assets under management$1.99B$2.18B$1.89B
Asset growth, last 2 years−25%+36%+30%
Advisory staff6185
Individual clients1791,0263,032
Assets per client$11.1M$2.1M$622K
Clients per advisor3057606
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio5165

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

ToolFeldman, Ingardona & CoNadler Financial Group, Inc.Retirement Management Systems
E-Signature
DocuSign––Uses it

Custodians on Form ADV: Feldman, Ingardona & Co: Fidelity · Nadler Financial Group, Inc.: Schwab · Retirement Management Systems: Fidelity, Schwab