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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+ Financial Advisory Corporation $1.1B · Grand Rapids, MI
Troy, MI
Troy, MI
Bloomfield Hills, MI
Assets under management$1.17B$1.25B$1.08B
Asset growth, last 2 years+4%+30%+50%
Advisory staff10410
Individual clients2,358501252
Assets per client$496K$2.5M$4.3M
Clients per advisor23612525
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack3––
People on Advicer.bio10410

From each firm's latest Form ADV (Jul 2026, Mar 2026, Apr 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, LTDIntegrated Investment Consultants, LLC
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 · Integrated Investment Consultants, LLC: Schwab