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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 Stabile Investment Management (swap one in):+ Lang Capital $106M · Bluffton, SC+ Adelmann Financial, Inc. $105.9M · Colorado Springs, CO+ Circle City Wealth Management LLC $95.7M · Carmel, IN+ Heller Private Wealth $95.7M · Fort Lauderdale, FL
North Kansas City, MO
Assets under management$100.8M$105.8M$105.8M
Asset growth, last 2 years–+15%+656%
Advisory staff312
Individual clients2345148
Assets per client$4.4M$2.4M$715K
Clients per advisor84574
Main custodian–SchwabSchwab
Filing with the SEC since202620192020
Tools in their stack22–
People on Advicer.bio312

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

ToolStabile Investment ManagementMarkiz Wealth ManagementDelta Wealth Solutions, LLC
Planning Light
AdvyzonUses itUses it–
Website Builders
SquarespaceUses itUses it–

Custodians on Form ADV: Stabile Investment Management: none listed · Markiz Wealth Management: Schwab · Delta Wealth Solutions, LLC: Schwab