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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+ Burling Wealth Partners $1B · Chicago, IL+ World Equity Group, Inc. $1B · Schaumburg, IL
La Grange, IL
Chicago, IL
Downers Grove, IL
Assets under management$1.08B$1.16B$1.01B
Asset growth, last 2 years+38%+16%+51%
Advisory staff6613
Individual clients1,280598836
Assets per client$841K$1.9M$1.2M
Clients per advisor21310064
Main custodianLPL FinancialRaymond JamesLPL Financial
Filing with the SEC since201420182021
Tools in their stack––4
People on Advicer.bio6614

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

ToolHorizon Wealth ManagementLake StreetVertex Partners
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
OnceHub––Uses it

Custodians on Form ADV: Horizon Wealth Management: LPL Financial · Lake Street: Raymond James, Schwab · Vertex Partners: LPL Financial, Schwab