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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):+ Holcombe Financial, Inc. $451.6M · Atlanta, GA+ Horizon Wealth Advisors $451.4M · Houston, TX+ Heritage Financial LLC $408M · Gainesville, VA+ Quad City Investment Center $408M · Moline, IL
Nashville, TN
Fresno, CA
Davenport, IA
Assets under management$429.5M$451.2M$451.1M
Asset growth, last 2 years+28%+29%+60%
Advisory staff425
Individual clients160890526
Assets per client$2.7M$507K$858K
Clients per advisor40445105
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–11
People on Advicer.bio226

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 AdvisorsWealthspan Partners, LLC
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Shayne & Jacobs, LLC: Schwab · Private Wealth Advisors: Schwab · Wealthspan Partners, LLC: Fidelity