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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 Madison Advisory Services, Inc. (swap one in):+ Hendricks Wealth and Estate Management $536.1M · Algonquin, IL+ Litvak Wealth, LLC $536.1M · Norwalk, CT+ Legacy Financial Independent Advisors LLC $484M · Louisville, KY+ Exodus Wealth, LLC $483.6M · Fort Lauderdale, FL
White Plains, NY
New York, NY
Kirkland, WA
Assets under management$509.7M$540.2M$535.4M
Asset growth, last 2 years+38%+31%+34%
Advisory staff1188
Individual clients1,080557692
Assets per client$472K$970K$774K
Clients per advisor987087
Main custodianSEIPershing–
Filing with the SEC since20152012 or earlier2020
Tools in their stack––3
People on Advicer.bio11139

From each firm's latest Form ADV (Oct 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.

ToolMadison Advisory Services, Inc.Herold Advisors, Inc.Spg Advisors LLC
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Madison Advisory Services, Inc.: SEI · Herold Advisors, Inc.: Pershing · Spg Advisors LLC: none listed