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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 Retirement Advice LLC (swap one in):+ Stadium Financial LLC $26.8M+ Safe Harbor Asset Management, Inc. $26.8M · Huntington, NY+ Lebed Asset Management LLC $24.2M · Boston, MA+ Missio Investment Management LLC $24.2M · Hinsdale, IL
Provo, UT
Bethesda, MD
Rhinebeck, NY
Assets under management$25.5M$26.8M$26.8M
Asset growth, last 2 years–––
Advisory staff111
Individual clients652845
Assets per client$393K$958K$596K
Clients per advisor652845
Main custodian––AssetMark
Filing with the SEC since202620262024
Tools in their stack33–
People on Advicer.bio1–1

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

ToolRetirement Advice LLCMiddleton AdvisoryDdo Advisory Services, LLC
Advisor Lead Gen
Fee-Only NetworkUses it––
WiserAdvisor–Uses it–
Custodial Platform
AltruistUses it––
Charles Schwab–Uses it–
Portfolio Management
Blueleaf–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Retirement Advice LLC: none listed · Middleton Advisory: none listed · Ddo Advisory Services, LLC: AssetMark, Pershing