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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):+ Nicollet Investment Management, Inc. $557.4M · Minneapolis, MN+ Financial Harvest Wealth Advisors $557.4M · Winter Park, FL+ Fyra Capital Management $504.2M · St. Charles, MO+ Dentist Advisors $504M · Salt Lake City, UT
Naperville, IL
Chicago, IL
Champaign, IL
Assets under management$530.8M$561M$498M
Asset growth, last 2 years+119%+25%+30%
Advisory staff655
Individual clients418208461
Assets per client$1.3M$2.7M$1.1M
Clients per advisor704292
Main custodianSchwabFidelitySchwab
Filing with the SEC since202320162014
Tools in their stack316
People on Advicer.bio635

From each firm's latest Form ADV (Mar 2026, Aug 2026, Sep 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 GroupRuedi Wealth Management, Inc.
Client Data Gathering
PreciseFPUses it––
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Mailchimp––Uses it
E-Signature
Adobe SignUses it––
Financial Planning
Envestnet MoneyGuide––Uses it
Legacy Planning
Everplans––Uses it
Performance Reporting
Addepar–Uses it–
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
WebflowUses it––

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