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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):+ Maple Capital Management, Inc. $2.58B · Montpelier, VT+ Icon Wealth Partners $2.58B · Houston, TX+ Magnus Financial Group LLC $2.33B · New York, NY+ Yhb Investment Advisors Inc $2.28B · West Hartford, CT
Stamford, CT
Lakeville, CT
Fairfield, CT
Assets under management$2.45B$2.68B$2.28B
Asset growth, last 2 years+75%+48%+55%
Advisory staff71644
Individual clients4511,0182,781
Assets per client$5.4M$2.6M$820K
Clients per advisor646463
Main custodianFidelitySchwabLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack1412
People on Advicer.bio71951

From each firm's latest Form ADV (Feb 2026, Apr 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.

ToolRzh Advisors LLCMain Street Research LLCMoneco Advisors
Custodial Platform
Charles Schwab––Uses it
LPL Financial (ClientWorks)––Uses it
NetX360 (Pershing)––Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
Envestnet MoneyGuide–Uses itUses it
eMoney––Uses it
RightCapital (Right Capital)––Uses it
Digital Marketing
FMG (FMG Suite)––Uses it
Mailchimp–Uses it–
Client File Sharing
Box–Uses it–
CRM
HubSpot––Uses it
E-Signature
Adobe Sign––Uses it
Performance Reporting
Addepar–Uses it–
Portfolio Management
OrionUses it–Uses it
Schedule Apps
OnceHub––Uses it

Custodians on Form ADV: Rzh Advisors LLC: Fidelity · Main Street Research LLC: Schwab · Moneco Advisors: LPL Financial, Schwab