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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):+ Quadrant Private Wealth Management, LLC $2.1B · Center Valley, PA+ Ascentis Independent Advisors, LLC $2.09B · Dallas, TX+ Retirement Management Systems $1.89B · Leonardtown, MD+ Nilsine Partners, LLC $1.88B · Greenwood Village, CO
Downers Grove, IL
Deerfield, IL
Chicago, IL
Assets under management$1.99B$2.18B$2.17B
Asset growth, last 2 years−25%+36%+41%
Advisory staff6186
Individual clients1791,026425
Assets per client$11.1M$2.1M$5.1M
Clients per advisor305771
Main custodianFidelitySchwabPershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio5163

From each firm's latest Form ADV (Sep 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.

ToolFeldman, Ingardona & CoNadler Financial Group, Inc.Zuckerman Investment Group
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Feldman, Ingardona & Co: Fidelity · Nadler Financial Group, Inc.: Schwab · Zuckerman Investment Group: Pershing, Schwab, Cibc National Trust Company