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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 Gradient Investments, LLC (swap one in):+ Mutual Advisors, LLC $9.45B · Omaha, NE+ Joel Isaacson & Co., LLC $9.32B · New York, NY+ Battery Global Advisors, LLC $8.37B · Boston, MA+ Elevation Point Wealth Partners, LLC $8.29B · Denver, CO
Arden Hills, MN
New York
Portage, MI
Assets under management$8.84B$9.42B$8.37B
Asset growth, last 2 years+68%+87%+46%
Advisory staff154819
Individual clients26,8034,1392,295
Assets per client$330K$2.3M$3.6M
Clients per advisor1,78786121
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack–9–
People on Advicer.bio315920

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

ToolGradient Investments, LLCRitholtz Wealth ManagementZhang Financial
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: Gradient Investments, LLC: Schwab, Shareholders Service Group, Inc., U.S. Bank, Newport Group, Inc., Nationwide Advisory Services, Inc. · Ritholtz Wealth Management: Schwab, Fidelity · Zhang Financial: LPL Financial, State Street, Pnc Bank, National Association