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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 Rzh Advisors LLC (swap one in):+ Deroy & Devereaux Private Investment Counsel, Inc. $2.58B · Bloomfield Hills, MI+ Maple Capital Management, Inc. $2.58B · Montpelier, VT+ Moneco Advisors $2.28B · Fairfield, CT+ Yhb Investment Advisors Inc $2.28B · West Hartford, CT
Stamford, CT
Lakeville, CT
Houston, TX
Assets under management$2.45B$2.68B$2.58B
Asset growth, last 2 years+75%+48%+35%
Advisory staff71615
Individual clients4511,018617
Assets per client$5.4M$2.6M$4.2M
Clients per advisor646441
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack14–
People on Advicer.bio71918

From each firm's latest Form ADV (Feb 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.

ToolRzh Advisors LLCMain Street Research LLCIcon Wealth Partners
Client File Sharing
Box–Uses it–
Digital Marketing
Mailchimp–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
Performance Reporting
Addepar–Uses it–
Portfolio Management
OrionUses it––

Custodians on Form ADV: Rzh Advisors LLC: Fidelity · Main Street Research LLC: Schwab · Icon Wealth Partners: Fidelity