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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+ Financial Harvest Wealth Advisors $557.4M · Winter Park, FL+ Fyra Capital Management $504.2M · St. Charles, MO+ Ruedi Wealth Management, Inc. $498M · Champaign, IL
Naperville, IL
Chicago, IL
Minneapolis, MN
Assets under management$530.8M$561M$557.4M
Asset growth, last 2 years+119%+25%+17%
Advisory staff656
Individual clients418208297
Assets per client$1.3M$2.7M$1.9M
Clients per advisor704250
Main custodianSchwabFidelitySchwab
Filing with the SEC since202320162012 or earlier
Tools in their stack312
People on Advicer.bio636

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

ToolRai WealthMatrix Private Capital GroupNicollet Investment Management, Inc.
Client Data Gathering
PreciseFPUses it––
Custodial Platform
Charles Schwab––Uses it
E-Signature
Adobe SignUses it––
Financial Planning
eMoney––Uses it
Performance Reporting
Addepar–Uses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Rai Wealth: Schwab · Matrix Private Capital Group: Fidelity · Nicollet Investment Management, Inc.: Schwab