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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 Parthenon LLC (swap one in):+ Connors Investor Services Inc $1.28B · Wyomissing, PA+ Mcdonald Partners LLC $1.28B · Cleveland, OH+ Jacobs & Company, LLC $1.16B · San Francisco, CA+ Toth Financial Advisory Corp $1.15B · Leesburg, VA
Louisville, KY
Winter Park, FL
Houston, TX
Assets under management$1.22B$1.28B$1.15B
Asset growth, last 2 years+42%+44%+23%
Advisory staff5811
Individual clients219799432
Assets per client$5.6M$1.6M$2.7M
Clients per advisor4410039
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack––2
People on Advicer.bio5612

From each firm's latest Form ADV (Jan 2026, Oct 2026, May 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.

ToolParthenon LLCAmerican Financial Advisors IncArkos Global Advisors, LLC
CRM
HubSpot––Uses it
SS&C Black Diamond––Uses it

Custodians on Form ADV: Parthenon LLC: Schwab · American Financial Advisors Inc: Schwab · Arkos Global Advisors, LLC: Schwab, Fidelity