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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 Roberts, Glore & Co. (swap one in):+ Lantz Financial LLC $994.1M · Naperville, IL+ The Rice Partnership, LLC $985.5M · Honolulu, HI+ Southland Equity Partners, LLC. $891.5M+ Drucker Wealth $891.2M
Deerfield, IL
Schaumburg, IL
Chicago, IL
Assets under management$938.4M$1B$1B
Asset growth, last 2 years+31%+17%–
Advisory staff5527
Individual clients3833,151250
Assets per client$2.5M$318K$4M
Clients per advisor776136
Main custodianFidelity–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack14–
People on Advicer.bio5576

From each firm's latest Form ADV (Mar 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

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.

ToolRoberts, Glore & Co.World Equity Group, Inc.Burling Wealth Partners
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
CRM
Salesforce–Uses it–
Planning Light
AdvyzonUses it––
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Roberts, Glore & Co.: Fidelity · World Equity Group, Inc.: none listed · Burling Wealth Partners: Schwab