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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 Quick Group LLC (swap one in):+ Mark C. Huffman, CPA/RIA $117M+ Arlington Securities, Inc $116.9M+ Steward Advisors Group, LLC $105.4M · Halfmoon, NY+ Wallstreeti.com $105.2M · New York, NY
New York, NY
Locust Valley, NY
Madison, WI
Assets under management$111.3M$117.3M$116.9M
Asset growth, last 2 years–+52%–
Advisory staff121
Individual clients34173526
Assets per client$3.3M$678K$222K
Clients per advisor3487526
Main custodian––LPL Financial
Filing with the SEC since202420172024
Tools in their stack–––
People on Advicer.bio131

From each firm's latest Form ADV (Feb 2026, Jan 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: The Quick Group LLC: none listed · Buckram Securities LTD: none listed · Omni Financial LLC: LPL Financial