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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 Horizon Wealth Management (swap one in):+ Provident Investment Management, Inc. $1.13B · Novi, MI+ The Kelly Group $1.13B · Bel Air, MD+ Vertex Partners $1.01B · Downers Grove, IL+ Burling Wealth Partners $1B · Chicago, IL
La Grange, IL
Chicago, IL
Houston, TX
Assets under management$1.08B$1.16B$1.14B
Asset growth, last 2 years+38%+16%+56%
Advisory staff6619
Individual clients1,280598968
Assets per client$841K$1.9M$1.2M
Clients per advisor21310051
Main custodianLPL FinancialRaymond JamesSchwab
Filing with the SEC since201420182019
Tools in their stack–––
People on Advicer.bio6619

From each firm's latest Form ADV (Feb 2026, Jul 2026, Apr 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Horizon Wealth Management: LPL Financial · Lake Street: Raymond James, Schwab · Oak Harvest Investment Services: Schwab