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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 Keebeck Wealth Management (swap one in):+ Zuckerman Investment Group $2.17B · Chicago, IL+ Next Capital Management LLC $2.14B · New York, NY+ First Pacific Financial, Inc. $1.93B · Vancouver, WA+ Ami Asset Management Corp $1.93B · Los Angeles, CA
Chicago, IL
Deerfield, IL
Mansfield, OH
Assets under management$2.03B$2.18B$2.14B
Asset growth, last 2 years+25%+36%+24%
Advisory staff41819
Individual clients1471,0261,064
Assets per client$13.8M$2.1M$2M
Clients per advisor375756
Main custodianPershingSchwabSchwab
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio51620

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

ToolKeebeck Wealth ManagementNadler Financial Group, Inc.Pinnacle Advisors
Digital Marketing
HeyKyra––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Keebeck Wealth Management: Pershing, Schwab · Nadler Financial Group, Inc.: Schwab · Pinnacle Advisors: Schwab