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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):+ Npa Asset Management, LLC $1.06B · Fair Lawn, NJ+ 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
Deerfield, IL
Assets under management$1.01B$1.08B$938.4M
Asset growth, last 2 years+51%+38%+31%
Advisory staff1365
Individual clients8361,280383
Assets per client$1.2M$841K$2.5M
Clients per advisor6421377
Main custodianLPL FinancialLPL FinancialFidelity
Filing with the SEC since202120142012 or earlier
Tools in their stack4–1
People on Advicer.bio1465

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 ManagementRoberts, Glore & Co.
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Planning Light
Advyzon––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
OnceHubUses it––

Custodians on Form ADV: Vertex Partners: LPL Financial, Schwab · Horizon Wealth Management: LPL Financial · Roberts, Glore & Co.: Fidelity