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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 Vestor Capital, LLC (swap one in):+ Bankers Life Advisory Services, Inc. $2.49B · Chicago, IL+ Tschetter Group $2.39B · Bellevue, WA+ Octavia Wealth Advisors LLC $2.15B · Cincinnati, OH+ Evolve Private Wealth, LLC $2.15B · Los Angeles, CA
Chicago, IL
Newtown Square, PA
Columbia, SC
Assets under management$2.28B$2.39B$2.16B
Asset growth, last 2 years+29%+102%+28%
Advisory staff2465
Individual clients1,1972,105307
Assets per client$1.9M$1.1M$7M
Clients per advisor5035161
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–21
People on Advicer.bio24615

From each firm's latest Form ADV (Mar 2026, Feb 2026, Apr 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.

ToolVestor Capital, LLCNewsquare Capital, LLCAbacus Planning Group, Inc.
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Vestor Capital, LLC: Schwab, Fidelity · Newsquare Capital, LLC: none listed · Abacus Planning Group, Inc.: Schwab