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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+ Revere Asset $407.9M · Allen, TX
Nashville, TN
Fresno, CA
Moline, IL
Assets under management$429.5M$451.2M$408M
Asset growth, last 2 years+28%+29%+66%
Advisory staff426
Individual clients160890708
Assets per client$2.7M$507K$576K
Clients per advisor40445118
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–11
People on Advicer.bio226

From each firm's latest Form ADV (Mar 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 AdvisorsQuad City Investment Center
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Shayne & Jacobs, LLC: Schwab · Private Wealth Advisors: Schwab · Quad City Investment Center: LPL Financial