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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+ Arkos Global Advisors, LLC $1.15B · Houston, TX+ Toth Financial Advisory Corp $1.15B · Leesburg, VA
Louisville, KY
Winter Park, FL
San Francisco, CA
Assets under management$1.22B$1.28B$1.16B
Asset growth, last 2 years+42%+44%+16%
Advisory staff583
Individual clients219799250
Assets per client$5.6M$1.6M$4.6M
Clients per advisor4410083
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio56–

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Parthenon LLC: Schwab · American Financial Advisors Inc: Schwab · Jacobs & Company, LLC: Schwab