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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):+ Harbour Wealth Management Group, Inc. $266.2M · Daniel Island, SC+ Tassel Capital Management, Inc $266M · Matthews, NC+ Ifs Group $240M · Mechanicsburg, PA+ Rolek Retirement Planning $239.2M · Berwyn, PA
King Of Prussia, PA
State College, PA
Dallas, TX
Assets under management$253.2M$268.3M$266.1M
Asset growth, last 2 years+5%+41%+67%
Advisory staff422
Individual clients130266273
Assets per client$1.9M$1M$975K
Clients per advisor33133137
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20202021
Tools in their stack–––
People on Advicer.bio431

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Maguire Investments LLC: Schwab, Wells Fargo, Fifth Third Bancorp · Invested Advisors: Fidelity · Wisniewski Wealth Management: Schwab