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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
Birmingham, MI
Assets under management$913.7M$968.7M$849.5M
Asset growth, last 2 years+35%–+40%
Advisory staff4123
Individual clients453957160
Assets per client$2M$1M$5.3M
Clients per advisor1138053
Main custodianRBCFidelitySchwab
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack–72
People on Advicer.bio–94

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

ToolMcmillan Office, Inc.Carrera Capital AdvisorsLiberty Capital Management Inc
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Website Builders
Squarespace––Uses it
Webflow–Uses it–
CRM
SS&C Black Diamond––Uses it
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Mcmillan Office, Inc.: RBC · Carrera Capital Advisors: Fidelity · Liberty Capital Management Inc: Schwab, Comerica Bank, UBS