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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 Partners (swap one in):+ The Institute $1.37B · Denver, CO+ Diaphanum $1.37B · Madrid+ Arlington Financial Advisors, LLC $1.24B · Santa Barbara, CA+ Wealth Dimensions Group, LTD. $1.24B · Cincinnati, OH
Madison, WI
Harrison, NY
Lutherville, MD
Assets under management$1.3B$1.37B$1.37B
Asset growth, last 2 years+133%+69%+151%
Advisory staff171013
Individual clients2,042799335
Assets per client$638K$1.7M$4.1M
Clients per advisor1208026
Main custodianFidelityPershingSchwab
Filing with the SEC since202020212015
Tools in their stack312
People on Advicer.bio421312

From each firm's latest Form ADV (Sep 2026, Oct 2026, Mar 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 PartnersNext Level Private LLCBlack Diamond Financial, LLC
Client File Sharing
ShareFileUses it––
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles SchwabUses it–Uses it
E-Signature
Adobe Sign––Uses it
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Madison Partners: Fidelity, Schwab · Next Level Private LLC: Pershing · Black Diamond Financial, LLC: Schwab