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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 Nikulski Financial, Inc. (swap one in):+ Zimmerman Wealth Management, LLC $472.4M · Evanston, IL+ Birinyi Associates, Inc. $471.7M · Westport, CT+ Legacy Bridge Private Family Offices $425.8M · West Des Moines, IA+ Quad-Cities Investment Group, LLC $425.5M · Davenport, IA
Bettendorf, IA
Boston, MA
New York, NY
Assets under management$449M$472M$472.1M
Asset growth, last 2 years+78%+20%+64%
Advisory staff696
Individual clients468596290
Assets per client$959K$792K$1.6M
Clients per advisor786648
Main custodianSchwabFidelitySchwab
Filing with the SEC since201720212012 or earlier
Tools in their stack643
People on Advicer.bio876

From each firm's latest Form ADV (Mar 2026, Feb 2026, Apr 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

1 tool 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.

ToolNikulski Financial, Inc.Wealth EffectsWealthedge Investment Advisors, LLC
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
Wealthscape (Fidelity)–Uses it–
Website Builders
Squarespace–Uses it–
Wix––Uses it
Advisor Lead Gen
Fee-Only NetworkUses it––
Client File Sharing
ShareFileUses it––
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoneyUses itUses itUses it
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Nikulski Financial, Inc.: Schwab · Wealth Effects: Fidelity · Wealthedge Investment Advisors, LLC: Schwab