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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 Straightline (swap one in):+ Managed Asset Portfolios, LLC $1.27B · Rochester, MI+ Hcm Wealth Advisors $1.23B · Cincinnati, OH+ Arthur M. Cohen & Associates LLC $1.11B · Northbrook, IL+ Integrated Investment Consultants, LLC $1.08B · Bloomfield Hills, MI
Troy, MI
Troy, MI
Grand Rapids, MI
Assets under management$1.17B$1.25B$1.1B
Asset growth, last 2 years+4%+30%+39%
Advisory staff10414
Individual clients2,358501258
Assets per client$496K$2.5M$4.3M
Clients per advisor23612518
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack3––
People on Advicer.bio1049

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

ToolStraightlineJay A. Fishman, LTDFinancial Advisory Corporation
CRM
Envestnet TamaracUses it––
Digital Marketing
MailchimpUses it––
Financial Planning
Envestnet MoneyGuideUses it––

Custodians on Form ADV: Straightline: Schwab, Fidelity, TIAA-Cref Individual & Institutional Services, LLC, Transamerica Asset Management Inc · Jay A. Fishman, LTD: none listed · Financial Advisory Corporation: Schwab