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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+ Abacus Planning Group, Inc. $2.16B · Columbia, SC+ Evolve Private Wealth, LLC $2.15B · Los Angeles, CA
Chicago, IL
Newtown Square, PA
Cincinnati, OH
Assets under management$2.28B$2.39B$2.15B
Asset growth, last 2 years+29%+102%+49%
Advisory staff24631
Individual clients1,1972,1053,672
Assets per client$1.9M$1.1M$586K
Clients per advisor50351118
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack–23
People on Advicer.bio24632

From each firm's latest Form ADV (Mar 2026, Feb 2026, Jul 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, LLCOctavia Wealth Advisors LLC
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)––Uses it
Wealthscape (Fidelity)––Uses it
Portfolio Management
Envestnet––Uses it
Orion–Uses it–

Custodians on Form ADV: Vestor Capital, LLC: Schwab, Fidelity · Newsquare Capital, LLC: none listed · Octavia Wealth Advisors LLC: Schwab