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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 Millennium Investment Services (swap one in):+ Decamilla Capital Management LLC $162.9M · Sacramento, CA+ Jeffrey Matthews Wealth Management, LLC $161.7M · Florham Park, NJ+ The Life Group Financial Services $146.2M · Dubuque, IA+ Kruse Asset Management, LLC $146.2M · Chicago, IL
Van Nuys, CA
San Francisco, CA
Newport Beach, CA
Assets under management$153.9M$162.5M$161.8M
Asset growth, last 2 years+28%+53%+14%
Advisory staff121
Individual clients1165767
Assets per client$1.3M$2.9M$2.4M
Clients per advisor1162967
Main custodianInteractive BrokersSchwabPershing
Filing with the SEC since2012 or earlier20132012 or earlier
Tools in their stack1––
People on Advicer.bio121

From each firm's latest Form ADV (Mar 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.

ToolMillennium Investment ServicesDedicated Capital Advisors, LLCFell Capital Management
Digital Marketing
Snappy KrakenUses it––

Custodians on Form ADV: Millennium Investment Services: Interactive Brokers · Dedicated Capital Advisors, LLC: Schwab, Fidelity · Fell Capital Management: Pershing