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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 Ifs Group (swap one in):+ Taylor Securities Services, Inc. $252.5M · Harrisburg, PA+ Bradley & Company Private Wealth Management, LLC $252M+ Center for Wealth Management Advisory $227.8M+ Magnolia Capital Management $227.7M · Cold Spring, NY
Mechanicsburg, PA
King Of Prussia, PA
Wayne, PA
Assets under management$240M$253.2M$254M
Asset growth, last 2 years+20%+5%+72%
Advisory staff643
Individual clients267130159
Assets per client$899K$1.9M$1.6M
Clients per advisor453353
Main custodianLPL FinancialSchwabPershing
Filing with the SEC since20242012 or earlier2020
Tools in their stack––4
People on Advicer.bio644

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

ToolIfs GroupMaguire Investments LLCAddis & Hill, Incorporated
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
Vanguard––Uses it
CRM
Envestnet Tamarac––Uses it

Custodians on Form ADV: Ifs Group: LPL Financial · Maguire Investments LLC: Schwab, Wells Fargo, Fifth Third Bancorp · Addis & Hill, Incorporated: Pershing