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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 Polymath Investments LLC (swap one in):+ Quincy Wells Advisors, LLC $87.3M · Chicago, IL+ Candor Wealth Management, LLC $87.3M · Dallas, TX+ Wealth Management Associates, Inc. $78.8M · Lincolnshire, IL+ Capital Management Group, Inc. $78.7M · Wheaton, IL
Geneva, IL
Assets under management$83M$87.2M$87.2M
Asset growth, last 2 years–−24%–
Advisory staff112
Individual clients4620060
Assets per client$1.8M$436K$1.5M
Clients per advisor4620030
Main custodian–Morgan Stanley–
Filing with the SEC since202620142026
Tools in their stack2––
People on Advicer.bio1–2

From each firm's latest Form ADV (Feb 2026, Mar 2024, 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.

ToolPolymath Investments LLCTimothy J. Ellis, Inc.Lenity Financial, Inc.
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Polymath Investments LLC: none listed · Timothy J. Ellis, Inc.: Morgan Stanley · Lenity Financial, Inc.: none listed