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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 Private Client Services, LLC (swap one in):+ Mediqus Asset Advisors, Inc. $1.46B · Chicago, IL+ Shade Tree Advisors LLC $1.45B · Saratoga Springs, NY+ Valley National Advisers Inc $1.31B · Bethlehem, PA+ Virtue Capital Management, LLC $1.31B · Brentwood, TN
Louisville, KY
Louisville, KY
Saint Louis, MO
Assets under management$1.38B$1.48B$1.45B
Asset growth, last 2 years+109%−20%+49%
Advisory staff5084
Individual clients8,723599265
Assets per client$159K$2.5M$5.5M
Clients per advisor1747566
Main custodian–UBSSchwab
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack–––
People on Advicer.bio6644

From each firm's latest Form ADV (Mar 2026, Oct 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: Private Client Services, LLC: none listed · Cullinan Associates, Inc.: UBS, Fidelity · Alpine Private Wealth: Schwab