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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 Mitchell Vaught & Taylor Inc (swap one in):+ Fortress Investment Services, LTD $44.6M+ Eastlake Planning LLC $44.6M+ Rothamel Wealth Management, LLC $40.3M+ One Wild Life Advisors LLC $40.2M · Chicago, IL
Chicago, IL
Boston, MA
Assets under management$42.4M$44.5M$44.5M
Asset growth, last 2 years−25%––
Advisory staff511
Individual clients7255127
Assets per client$589K$810K$351K
Clients per advisor1455127
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–31
People on Advicer.bio–11

From each firm's latest Form ADV (Mar 2025, 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.

ToolMitchell Vaught & Taylor IncAetolia Capital LLCLighthouse Capital, LLC
Custodial Platform
Interactive Brokers–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Blueleaf––Uses it
Website Builders
Wix–Uses it–