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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 Quinn Capital LLC (swap one in):+ Abboud Financial Planning, Inc. $25.1M+ Alpine Peaks Consulting $25.1M · Alpine Meadows, CA+ Miller Premier Investment Planning LLC $22.7M+ Creo Global Capital LLC $22.7M · Ann Arbor, MI
Oak Ridge, NC
Assets under management$23.9M$25.1M$22.7M
Asset growth, last 2 years––+27%
Advisory staff111
Individual clients352836
Assets per client$683K$896K$630K
Clients per advisor352836
Main custodian––Schwab
Filing with the SEC since202620262022
Tools in their stack––2
People on Advicer.bio111

From each firm's latest Form ADV (Jan 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

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.

ToolQuinn Capital LLCArete Capital ManagementParabla, LLC
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Quinn Capital LLC: none listed · Arete Capital Management: none listed · Parabla, LLC: Schwab