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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):+ Shadowridge Asset Management, LLC $126.7M · Austin, TX+ Artesa Financial Group $126.6M · Conroe, TX+ Regal Bay Investment Group, LLC $114.5M · Milwaukee, WI+ Queen City Capital Management, LLC $114.4M · Cincinnati, OH
South Burlington, VT
Franklin, TN
Rochester, NY
Assets under management$120.5M$126.6M$114.5M
Asset growth, last 2 years–+135%+34%
Advisory staff414
Individual clients33376362
Assets per client$362K$1.7M$316K
Clients per advisor837691
Main custodianSchwabSchwabSchwab
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio311

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 · Engleson & Associates: Schwab