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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 Logical Investments, LLC (swap one in):+ Cates Fp, Cates Tax Advisory $48.1M+ Tonge Investments $48M+ Catalyze Wealth Management $43.4M · Carmel, IN+ Palmer Wealth Management LLC $43.4M · Prairieville, LA
Baton Rouge, LA
Sarasota, FL
King Of Prussia, PA
Assets under management$45.7M$48M$48.1M
Asset growth, last 2 years––+91%
Advisory staff111
Individual clients77155145
Assets per client$594K$310K$332K
Clients per advisor77155145
Main custodian––Schwab
Filing with the SEC since202620262022
Tools in their stack–––
People on Advicer.bio111

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Logical Investments, LLC: none listed · Swan Retirement Strategies: none listed · Niche Investment Advisors LLC: Schwab