Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Regal Advisory Services, Inc. (swap one in):+ Von Haefen Financial Management $127.6M+ Hidden Hills Wealth $127.5M+ Wealth Management Advisors RIA, Inc. $115.2M · Windsor, CO+ Uyana Partners LLC $115M · Miami, FL
Glenview, IL
Northfield, IL
Assets under management$121.4M$129.2M$115.1M
Asset growth, last 2 years+12%+275%+17%
Advisory staff1624
Individual clients2699876
Assets per client$451K$1.3M$1.5M
Clients per advisor174919
Main custodianRBCSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack–1–
People on Advicer.bio2423

From each firm's latest Form ADV (Jul 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.

ToolRegal Advisory Services, Inc.Marcus Capital, LLCRevolution Partners, LLC
Financial Planning
RightCapital (Right Capital)–Uses it–

Custodians on Form ADV: Regal Advisory Services, Inc.: RBC, Hilltop Securities Inc. · Marcus Capital, LLC: Schwab · Revolution Partners, LLC: Schwab