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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 Investment Advisors Group, LLC (swap one in):+ V Delima Investments Inc $63.5M+ Joiner Financial, LLC $63.4M · El Dorado Hills, CA+ Emeth Value Capital, LLC $57.4M · New Orleans, LA+ Welon Partners $57.4M · Montgomery, AL
Jacksonville, IL
Washington, DC
Chicago, IL
Assets under management$60.4M$63.5M$57.4M
Asset growth, last 2 years+65%––
Advisory staff222
Individual clients25915631
Assets per client$233K$407K$1.9M
Clients per advisor1307816
Main custodianLPL Financial–Schwab
Filing with the SEC since202120262024
Tools in their stack1–1
People on Advicer.bio232

From each firm's latest Form ADV (Jun 2026, Sep 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.

ToolInvestment Advisors Group, LLCValor Wealth PartnersSankota Capital LLC
Website Builders
SquarespaceUses it––
Wix––Uses it

Custodians on Form ADV: Investment Advisors Group, LLC: LPL Financial · Valor Wealth Partners: none listed · Sankota Capital LLC: Schwab