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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 Madden Advisory Services, Inc. (swap one in):+ Holland Advisory Services, Inc. $307.7M · Ormond Beach, FL+ Blue Sky Capital Consultants Group, Inc. $306.3M · Poway, CA+ The Retirement Guys Formula $276.9M · Maumee, OH+ Chronos Wealth Management, L.l.c. $274M · Clearwater, FL
Jacksonville, FL
Stuart, FL
Orlando, FL
Assets under management$291.7M$306.8M$306.6M
Asset growth, last 2 years+31%+60%+103%
Advisory staff236
Individual clients33135315
Assets per client$881K$8.8M$973K
Clients per advisor1661253
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier20172024
Tools in their stack–21
People on Advicer.bio217

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

ToolMadden Advisory Services, Inc.Spectra Investment Management, LLCGfg Solutions
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab––Uses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Madden Advisory Services, Inc.: Schwab · Spectra Investment Management, LLC: Fidelity, Northern Trust · Gfg Solutions: Fidelity