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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 Magnate Advisory Services, LLC (swap one in):+ Insight Capital Management $330.5M · Concord, CA+ Uniplan Investment Counsel, Inc. $330.5M · Milwaukee, WI+ Kailasa Capital Management LLC $298.3M · Pittsburgh, PA+ Interwealth Management, LLC $298M · Scottsdale, AZ
Louisville, KY
Glen Allen, VA
Atlanta, GA
Assets under management$314.1M$330.2M$330M
Asset growth, last 2 years+50%+42%+116%
Advisory staff7540
Individual clients1,5725991,466
Assets per client$200K$551K$225K
Clients per advisor22512037
Main custodianFidelitySchwabFidelity
Filing with the SEC since202020192012 or earlier
Tools in their stack2–1
People on Advicer.bio7225

From each firm's latest Form ADV (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.

ToolMagnate Advisory Services, LLCClaris Financial, LLCDai Wealth, LLC
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Magnate Advisory Services, LLC: Fidelity, American Funds Distributors, Inc. · Claris Financial, LLC: Schwab · Dai Wealth, LLC: Fidelity