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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 Nadler Financial Group, Inc. (swap one in):+ Willow Creek Wealth Management, Inc. $2.3B · Sebastopol, CA+ Tlg Advisors, Inc. $2.3B · Summit, NJ+ Eubel Brady & Suttman $2.07B · Miamisburg, OH+ Doyenne Wealth Advisors $2.04B · Chicago, IL
Deerfield, IL
Summit, NJ
Chicago, IL
Assets under management$2.18B$2.3B$2.03B
Asset growth, last 2 years+36%−1%+25%
Advisory staff1864
Individual clients1,0261,412147
Assets per client$2.1M$1.6M$13.8M
Clients per advisor5723537
Main custodianSchwabMorgan StanleyPershing
Filing with the SEC since2012 or earlier20192018
Tools in their stack–1–
People on Advicer.bio1625

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

ToolNadler Financial Group, Inc.Rsw InvestmentsKeebeck Wealth Management
Website Builders
Wix–Uses it–

Custodians on Form ADV: Nadler Financial Group, Inc.: Schwab · Rsw Investments: Morgan Stanley, UBS, Merrill · Keebeck Wealth Management: Pershing, Schwab