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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 Magellan Financial Solutions LLC (swap one in):+ Lineguard Investments, LLC $42.4M · Troy, MI+ Katam Hill LLC $42.4M · Sherman Oaks, CA+ Svn Global $38.3M · Sao Paulo+ Portfolio Audit, LLC $38.3M
Warwick, NY
Chicago, IL
Boca Raton, FL
Assets under management$40.4M$42.4M$42.4M
Asset growth, last 2 years–−25%+273%
Advisory staff151
Individual clients4372216
Assets per client$939K$589K$196K
Clients per advisor4314216
Main custodianFidelity–Interactive Brokers
Filing with the SEC since20242012 or earlier2015
Tools in their stack2––
People on Advicer.bio1–1

From each firm's latest Form ADV (Mar 2026, Mar 2025, 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.

ToolMagellan Financial Solutions LLCMitchell Vaught & Taylor IncAdvise Financial
Financial Planning
eMoneyUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Magellan Financial Solutions LLC: Fidelity · Mitchell Vaught & Taylor Inc: none listed · Advise Financial: Interactive Brokers, Schwab