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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 Raga Partners LP (swap one in):+ Magnus Financial Group LLC $2.33B · New York, NY+ Mckinley Carter Wealth Services, Inc. $2.31B · Wheeling, WV+ Tortoise Investment Management, LLC $2.07B · White Plains, NY+ Avestar Capital, LLC $2.07B · New York, NY
New York, NY
Buffalo, NY
Rochester, NY
Assets under management$2.2B$2.4B$2.44B
Asset growth, last 2 years+27%+13%+45%
Advisory staff61416
Individual clients–2,0441,351
Assets per client–$1.2M$1.8M
Clients per advisor–14684
Main custodianNydig Trust Company LLCSchwabSchwab
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack122
People on Advicer.bio–1311

From each firm's latest Form ADV (May 2026, 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

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.

ToolRaga Partners LPSandhill Investment ManagementHowe and Rusling, Inc.
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
WebflowUses it––

Custodians on Form ADV: Raga Partners LP: Nydig Trust Company LLC · Sandhill Investment Management: Schwab, Pershing · Howe and Rusling, Inc.: Schwab, Fidelity