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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 Icg Advisors, LLC (swap one in):+ Battery Global Advisors, LLC $8.37B · Boston, MA+ Zhang Financial $8.37B · Portage, MI+ Jmg Financial Group LTD $7.5B · Downers Grove, IL+ Wedbush Securities Inc. $6.75B · Pasadena, CA
Los Angeles, CA
Santa Monica, CA
Carlsbad, CA
Assets under management$7.92B$9.65B$8.88B
Asset growth, last 2 years+14%+21%+37%
Advisory staff241744
Individual clients55689,558
Assets per client$144.1M$141.9M$929K
Clients per advisor24217
Main custodianRBC–Schwab
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack–12
People on Advicer.bio1–38

From each firm's latest Form ADV (May 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.

ToolIcg Advisors, LLCMain Street AdvisorsAxxcess Wealth Management, LLC
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Icg Advisors, LLC: RBC · Main Street Advisors: none listed · Axxcess Wealth Management, LLC: Schwab, LPL Financial, Wells Fargo