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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):+ Oak Harvest Investment Services $1.14B · Houston, TX+ 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
Novi, MI
Assets under management$1.08B$1.16B$1.13B
Asset growth, last 2 years+38%+16%+4%
Advisory staff666
Individual clients1,280598318
Assets per client$841K$1.9M$3.6M
Clients per advisor21310053
Main custodianLPL FinancialRaymond JamesSchwab
Filing with the SEC since201420182012 or earlier
Tools in their stack–––
People on Advicer.bio664

From each firm's latest Form ADV (Feb 2026, Jul 2026, Oct 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 · Provident Investment Management, Inc.: Schwab