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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 Masus Financial Group, LTD. (swap one in):+ Tandem Investment Partners, LLC $200.2M · Bordentown, NJ+ Laughlin Financial LLC $200.2M · Bloomington, IN+ Crews & Associates, Inc. $181.1M · Little Rock, AR+ T2 Asset Management, LLC $180M · Naperville, IL
Batavia, IL
Chicago, IL
Hennepin, IL
Assets under management$190.6M$200.9M$180.5M
Asset growth, last 2 years+15%+16%+61%
Advisory staff345
Individual clients296524472
Assets per client$644K$383K$382K
Clients per advisor9913194
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since201520202024
Tools in their stack–2–
People on Advicer.bio345

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

ToolMasus Financial Group, LTD.Stride Investments, LLCCyr Financial Inc.
Legacy Planning
Everplans–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Masus Financial Group, LTD.: LPL Financial · Stride Investments, LLC: Schwab · Cyr Financial Inc.: Schwab