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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):+ Black Diamond Financial, LLC $1.37B · Lutherville, MD+ 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
Redlands, CA
Assets under management$1.3B$1.37B$1.23B
Asset growth, last 2 years+133%+69%+45%
Advisory staff17108
Individual clients2,0427991,935
Assets per client$638K$1.7M$638K
Clients per advisor12080242
Main custodianFidelityPershingLPL Financial
Filing with the SEC since202020212019
Tools in their stack313
People on Advicer.bio421311

From each firm's latest Form ADV (Sep 2026, Oct 2026, Jul 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 LLCKwb Wealth
Custodial Platform
Charles SchwabUses it––
LPL Financial (ClientWorks)––Uses it
Client File Sharing
ShareFileUses it––
CRM
SS&C Black Diamond–Uses it–
Financial Planning
eMoneyUses it–Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Madison Partners: Fidelity, Schwab · Next Level Private LLC: Pershing · Kwb Wealth: LPL Financial