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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 Main Advisory, Inc. (swap one in):+ Yandell Investments, LLC $171M · Orlando, FL+ Wealth Engineering, LLC $171M · Scottsdale, AZ+ Quish $154.2M · Boulder, CO+ Aventine Financial Group $153.1M · Doylestown, PA
Canonsburg, PA
Broomfield, CO
Reno, NV
Assets under management$162.7M$171M$154.6M
Asset growth, last 2 years+40%−21%+8%
Advisory staff235
Individual clients214364365
Assets per client$760K$470K$423K
Clients per advisor10712173
Main custodianFidelitySchwabAxos Clearing
Filing with the SEC since202320202018
Tools in their stack322
People on Advicer.bio245

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

ToolMain Advisory, Inc.Cohesion Wealth Management, LLCElevage Partners, LLC
CRM
Envestnet Tamarac––Uses it
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoneyUses it–Uses it
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Main Advisory, Inc.: Fidelity, Axos Clearing · Cohesion Wealth Management, LLC: Schwab · Elevage Partners, LLC: Axos Clearing