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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 Marcus Capital, LLC (swap one in):+ Loretta Nolan Associates, LLC $135.8M · Old Greenwich, CT+ Financial Management Associates, LLC $135.8M · Windham, NH+ Maynerich Financial $122.5M · Virden, IL+ Arbor Financial Services, LLC $122.2M · Downers Grove, IL
Northfield, IL
Arlington Heights, IL
Naples, FL
Assets under management$129.2M$136.9M$135.8M
Asset growth, last 2 years+275%–−6%
Advisory staff212
Individual clients984443
Assets per client$1.3M$3.1M$3.2M
Clients per advisor494422
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack1–1
People on Advicer.bio211

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.

ToolMarcus Capital, LLCDirectional Asset Management, LLCLuma Capital
Financial Planning
RightCapital (Right Capital)Uses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Marcus Capital, LLC: Schwab · Directional Asset Management, LLC: Schwab, Interactive Brokers · Luma Capital: Schwab