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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 Shayne & Jacobs, LLC (swap one in):+ Horizon Wealth Advisors $451.4M · Houston, TX+ Wealthspan Partners, LLC $451.1M · Davenport, IA+ Heritage Financial LLC $408M · Gainesville, VA+ Quad City Investment Center $408M · Moline, IL
Nashville, TN
Fresno, CA
Atlanta, GA
Assets under management$429.5M$451.2M$451.6M
Asset growth, last 2 years+28%+29%+30%
Advisory staff423
Individual clients160890179
Assets per client$2.7M$507K$2.5M
Clients per advisor4044560
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–11
People on Advicer.bio223

From each firm's latest Form ADV (Mar 2026, 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

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.

ToolShayne & Jacobs, LLCPrivate Wealth AdvisorsHolcombe Financial, Inc.
Portfolio Management
Orion–Uses itUses it

Custodians on Form ADV: Shayne & Jacobs, LLC: Schwab · Private Wealth Advisors: Schwab · Holcombe Financial, Inc.: Schwab