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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 Stride Investments, LLC (swap one in):+ Halbert Wealth Management, Inc $211.2M · Austin, TX+ Shaffer Capital $211.1M · Westerville, OH+ Masus Financial Group, LTD. $190.6M · Batavia, IL+ Three Sixty Wealth Management, LLC $190.1M · Bloomington, IL
Chicago, IL
Barrington, IL
Hudson, MA
Assets under management$200.9M$211.4M$211.1M
Asset growth, last 2 years+16%+43%–
Advisory staff433
Individual clients52497519
Assets per client$383K$2.2M$407K
Clients per advisor13132173
Main custodianSchwabSchwab–
Filing with the SEC since202020222024
Tools in their stack21–
People on Advicer.bio434

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

ToolStride Investments, LLCVirtue Asset Management LLCApex Investment Group
Legacy Planning
EverplansUses it––
Planning Light
AdvyzonUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Stride Investments, LLC: Schwab · Virtue Asset Management LLC: Schwab · Apex Investment Group: none listed