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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 Quantum Leap Capital, LLC (swap one in):+ Personal Money Planning, LLC $126.7M · Wichita Falls, TX+ Shadowridge Asset Management, LLC $126.7M · Austin, TX+ Regal Bay Investment Group, LLC $114.5M · Milwaukee, WI+ Engleson & Associates $114.5M · Rochester, NY
South Burlington, VT
Franklin, TN
Conroe, TX
Assets under management$120.5M$126.6M$126.6M
Asset growth, last 2 years–+135%+34%
Advisory staff412
Individual clients33376329
Assets per client$362K$1.7M$385K
Clients per advisor8376165
Main custodianSchwabSchwabSchwab
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio312

From each firm's latest Form ADV (Apr 2026, Mar 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: Quantum Leap Capital, LLC: Schwab · Carmichael Creel Investments: Schwab · Artesa Financial Group: Schwab