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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 The Eideard Group, LLC (swap one in):+ Great Lakes Wealth, LLC $166.3M · Northville, MI+ Retirement Resources, LLC $166.1M · Auburn Hills, MI+ Atlantis Wealth Advisors LLC $150.2M · Maumee, OH+ Mz Capital, LLC $150.1M
Bedford, NH
Hingham, MA
Assets under management$158.1M$166.3M$166.3M
Asset growth, last 2 years−42%−22%+160%
Advisory staff232
Individual clients2515981
Assets per client$6.3M$1M$2.1M
Clients per advisor135341
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20202022
Tools in their stack–2–
People on Advicer.bio–31

From each firm's latest Form ADV (Mar 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.

ToolThe Eideard Group, LLCAfg Fiduciary ServicesConway Partners
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Wealthscape (Fidelity)–Uses it–

Custodians on Form ADV: The Eideard Group, LLC: Schwab, BNY · Afg Fiduciary Services: Fidelity · Conway Partners: Schwab, Fidelity