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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):+ Intelligent Wealth Solutions LLC $961M · Austin, TX+ 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
Grand Rapids, MI
Assets under management$913.7M$968.7M$966.7M
Asset growth, last 2 years+35%–+129%
Advisory staff41240
Individual clients4539571,772
Assets per client$2M$1M$546K
Clients per advisor1138044
Main custodianRBCFidelitySchwab
Filing with the SEC since2012 or earlier20242020
Tools in their stack–7–
People on Advicer.bio–942

From each firm's latest Form ADV (Mar 2026, Jul 2026, Oct 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 AdvisorsLifeworks Advisors, 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 · Lifeworks Advisors, LLC: Schwab, Apex Clearing, Professional Capital Services