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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 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+ Revolution Partners, LLC $115.1M
Glenview, IL
Northfield, IL
Miami, FL
Assets under management$121.4M$129.2M$115M
Asset growth, last 2 years+12%+275%–
Advisory staff1626
Individual clients2699869
Assets per client$451K$1.3M$1.7M
Clients per advisor174912
Main custodianRBCSchwab–
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack–11
People on Advicer.bio2428

From each firm's latest Form ADV (Jul 2026, Mar 2026, Apr 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, LLCUyana Partners LLC
Financial Planning
RightCapital (Right Capital)–Uses it–
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Regal Advisory Services, Inc.: RBC, Hilltop Securities Inc. · Marcus Capital, LLC: Schwab · Uyana Partners LLC: none listed