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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 Markowski Investments (swap one in):+ Ruedi Wealth Management, Inc. $498M · Champaign, IL+ William Madison Advisors, Inc. $497.7M · Abilene, TX+ Mitchell & Pahl Private Wealth $449.9M · Oklahoma City, OK+ Capital Square, LLC $449.9M · Athens, TN
Holly Hill, FL
Arden Hills, MN
Assets under management$473.9M$497.9M$498M
Asset growth, last 2 years+46%+38%+75%
Advisory staff1134
Individual clients1,227323394
Assets per client$386K$1.5M$1.3M
Clients per advisor11210899
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier20182018
Tools in their stack1–1
People on Advicer.bio1024

From each firm's latest Form ADV (Mar 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.

ToolMarkowski InvestmentsXcel Wealth Management, LLCPitzl Financial
CRM
HubSpotUses it––
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Markowski Investments: Fidelity, Schwab · Xcel Wealth Management, LLC: Schwab · Pitzl Financial: Fidelity, Schwab