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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 Vertex Partners (swap one in):+ Gibbs Wealth Management, LLC $1.06B · Alpharetta, GA+ Isto Advisors, LLC $1.06B · Troy, MI+ Intelligent Wealth Solutions LLC $961M · Austin, TX+ The Mosaic Financial Group, LLC $948.7M · Chicago, IL
Downers Grove, IL
La Grange, IL
Fair Lawn, NJ
Assets under management$1.01B$1.08B$1.06B
Asset growth, last 2 years+51%+38%+35%
Advisory staff13652
Individual clients8361,2802,293
Assets per client$1.2M$841K$464K
Clients per advisor6421344
Main custodianLPL FinancialLPL Financial–
Filing with the SEC since202120142012 or earlier
Tools in their stack4–1
People on Advicer.bio14652

From each firm's latest Form ADV (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.

ToolVertex PartnersHorizon Wealth ManagementNpa Asset Management, LLC
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)––Uses it
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––
Schedule Apps
OnceHubUses it––

Custodians on Form ADV: Vertex Partners: LPL Financial, Schwab · Horizon Wealth Management: LPL Financial · Npa Asset Management, LLC: none listed