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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 Rai Wealth (swap one in):+ Life Line Wealth Management LLC $557.6M · Beverly Hills, CA+ Nicollet Investment Management, Inc. $557.4M · Minneapolis, MN+ Fyra Capital Management $504.2M · St. Charles, MO+ Ruedi Wealth Management, Inc. $498M · Champaign, IL
Naperville, IL
Chicago, IL
Winter Park, FL
Assets under management$530.8M$561M$557.4M
Asset growth, last 2 years+119%+25%+102%
Advisory staff655
Individual clients418208320
Assets per client$1.3M$2.7M$1.7M
Clients per advisor704264
Main custodianSchwabFidelitySchwab
Filing with the SEC since202320162017
Tools in their stack31–
People on Advicer.bio637

From each firm's latest Form ADV (Mar 2026, Aug 2026, Feb 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.

ToolRai WealthMatrix Private Capital GroupFinancial Harvest Wealth Advisors
Client Data Gathering
PreciseFPUses it––
E-Signature
Adobe SignUses it––
Performance Reporting
Addepar–Uses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Rai Wealth: Schwab · Matrix Private Capital Group: Fidelity · Financial Harvest Wealth Advisors: Schwab