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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 Mcmillan Office, Inc. (swap one in):+ Lifeworks Advisors, LLC $966.7M · Grand Rapids, MI+ Tranquility Partners, LLC $960M · Brentwood, TN+ Highline Wealth Partners $867.9M · Sherman Oaks, CA+ Vantage Financial Group, Inc. $866.9M · Cleveland, OH
St. Clair Shores, MI
Troy, MI
Austin, TX
Assets under management$913.7M$968.7M$961M
Asset growth, last 2 years+35%–+246%
Advisory staff4126
Individual clients4539573,156
Assets per client$2M$1M$305K
Clients per advisor11380526
Main custodianRBCFidelitySchwab
Filing with the SEC since2012 or earlier20242019
Tools in their stack–7–
People on Advicer.bio–96

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

ToolMcmillan Office, Inc.Carrera Capital AdvisorsIntelligent Wealth Solutions LLC
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Mcmillan Office, Inc.: RBC · Carrera Capital Advisors: Fidelity · Intelligent Wealth Solutions LLC: Schwab, Fidelity