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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 Romano Wealth Management (swap one in):+ Bloom Advisors $1.62B · Farmington Hills, MI+ Islandbridge Capital Limited $1.62B · London, Greater London+ Mediqus Asset Advisors, Inc. $1.46B · Chicago, IL+ Fourstar Wealth Advisors, LLC $1.42B · Chicago, IL
Evanston, IL
Chicago, IL
Deerfield, IL
Assets under management$1.54B$1.66B$1.44B
Asset growth, last 2 years+25%+62%+24%
Advisory staff9415
Individual clients9342,024200
Assets per client$1.6M$821K$7.2M
Clients per advisor1044940
Main custodianWells Fargo–Fidelity
Filing with the SEC since2012 or earlier20142016
Tools in their stack–––
People on Advicer.bio111005

From each firm's latest Form ADV (Feb 2026, Jul 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: Romano Wealth Management: Wells Fargo · Northern Trust Securities, Inc: none listed · Parkside Investments, LLC: Fidelity