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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 Rga Investment Advisors, LLC (swap one in):+ Account Management, LLC $106.2M+ Cypress Capital Management US Limited $106.2M · Vancouver, British Columbia+ Capital Design Private Wealth LLC $96M · Portsmouth, NH+ Financial Services of Northeast Wisconsin, Inc. $96M
Great Neck, NY
Pound Ridge, NY
Waynesburg, PA
Assets under management$101.1M$106.2M$106.2M
Asset growth, last 2 years+11%+21%–
Advisory staff412
Individual clients9930301
Assets per client$1M$3.5M$353K
Clients per advisor2530151
Main custodianSchwabSchwab–
Filing with the SEC since202120212026
Tools in their stack–––
People on Advicer.bio413

From each firm's latest Form ADV (Jul 2026, Jan 2026, Jun 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Rga Investment Advisors, LLC: Schwab · 1230 Advisors, LLC: Schwab · Milinovich & Co., Inc: none listed