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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 Parkview Asset Management, Inc. (swap one in):+ Hofer & Associates Wealth Management $216.4M · Thousand Oaks, CA+ Fmsa $216.4M+ J2 Capital Management, Inc. $195.7M · Troy, MI+ Mws Capital Consultants LLC $193.7M · Chicago, IL
Oakbrook Terrace, IL
Oak Park, IL
Park Ridge, IL
Assets under management$206.1M$217.9M$193.9M
Asset growth, last 2 years+62%+32%+24%
Advisory staff222
Individual clients140167172
Assets per client$1.5M$1.3M$1.1M
Clients per advisor708486
Main custodianFidelityFidelitySchwab
Filing with the SEC since20202012 or earlier2021
Tools in their stack4–1
People on Advicer.bio333

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

ToolParkview Asset Management, Inc.Madden Funds ManagementTetley Investments, LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)Uses it––
Client File Sharing
ShareFileUses it––
CRM
LeadCenter.AIUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Parkview Asset Management, Inc.: Fidelity · Madden Funds Management: Fidelity · Tetley Investments, LLC: Schwab