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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 Schiff Wealth Advisors, LLC (swap one in):+ Lineguard Investments, LLC $42.4M · Troy, MI+ Katam Hill LLC $42.4M · Sherman Oaks, CA+ Svn Global $38.3M · Sao Paulo+ Portfolio Audit, LLC $38.3M
Baltimore, MD
Chicago, IL
Boca Raton, FL
Assets under management$40.4M$42.4M$42.4M
Asset growth, last 2 years–−25%+273%
Advisory staff151
Individual clients6172216
Assets per client$662K$589K$196K
Clients per advisor6114216
Main custodian––Interactive Brokers
Filing with the SEC since20262012 or earlier2015
Tools in their stack–––
People on Advicer.bio––1

From each firm's latest Form ADV (Mar 2026, Mar 2025, Oct 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: Schiff Wealth Advisors, LLC: none listed · Mitchell Vaught & Taylor Inc: none listed · Advise Financial: Interactive Brokers, Schwab