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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 Ideology Wealth Advisors, LLC (swap one in):+ Renaissance Wealth Advisors, LLC $109.9M · Newton, MA+ Retirepath Wealth, LLC $109.7M · Little Rock, AR+ Gaskin Wealth Management $99.3M · Moraga, CA+ Henney Wealth Management $99.2M · Los Angeles, CA
Dallas, TX
The Woodlands, TX
Honeoye Falls, NY
Assets under management$104.5M$109.9M$109.8M
Asset growth, last 2 years––+30%
Advisory staff341
Individual clients5597152
Assets per client$1.9M$1.1M$722K
Clients per advisor1824152
Main custodian––Pershing
Filing with the SEC since202620262013
Tools in their stack13–
People on Advicer.bio341

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

ToolIdeology Wealth Advisors, LLCMellig Group, LLCGilbert Financial, LLC
Website Builders
SquarespaceUses it––
Wix–Uses it–
Custodial Platform
Interactive Brokers–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Ideology Wealth Advisors, LLC: none listed · Mellig Group, LLC: none listed · Gilbert Financial, LLC: Pershing