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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 Maguire Investments LLC (swap one in):+ Wisniewski Wealth Management $266.1M · Dallas, TX+ Tassel Capital Management, Inc $266M · Matthews, NC+ Kane Investment Management, Inc. $240.5M · Los Gatos, CA+ Ifs Group $240M · Mechanicsburg, PA
King Of Prussia, PA
State College, PA
Berwyn, PA
Assets under management$253.2M$268.3M$239.2M
Asset growth, last 2 years+5%+41%+121%
Advisory staff421
Individual clients130266262
Assets per client$1.9M$1M$913K
Clients per advisor33133262
Main custodianSchwabFidelityPershing
Filing with the SEC since2012 or earlier20202024
Tools in their stack––1
People on Advicer.bio431

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

ToolMaguire Investments LLCInvested AdvisorsRolek Retirement Planning
Website Builders
Wix––Uses it

Custodians on Form ADV: Maguire Investments LLC: Schwab, Wells Fargo, Fifth Third Bancorp · Invested Advisors: Fidelity · Rolek Retirement Planning: Pershing