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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
Schaumburg, IL
Assets under management$1.08B$1.16B$1B
Asset growth, last 2 years+38%+16%+17%
Advisory staff6652
Individual clients1,2805983,151
Assets per client$841K$1.9M$318K
Clients per advisor21310061
Main custodianLPL FinancialRaymond James–
Filing with the SEC since201420182012 or earlier
Tools in their stack––4
People on Advicer.bio6657

From each firm's latest Form ADV (Feb 2026, Jul 2026, Jun 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 StreetWorld Equity Group, Inc.
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
CRM
Salesforce––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Horizon Wealth Management: LPL Financial · Lake Street: Raymond James, Schwab · World Equity Group, Inc.: none listed