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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 Virtus Wealth Solutions (swap one in):+ Sovereign Wealth Advisors LLC $625.1M · Houston, TX+ Portfolio Design Labs, LLC $624.9M · Encino, CA+ Friedlander & Co Inc $564.8M · Milwaukee, WI+ Dumont & Blake Investment Advisors LLC $562.3M · Princeton, NJ
Cranford, NJ
West Deptford, NJ
Ridgewood, NJ
Assets under management$594.9M$633.2M$633.7M
Asset growth, last 2 years–+59%+346%
Advisory staff455
Individual clients3071,0361,106
Assets per client$1.9M$611K$573K
Clients per advisor77207221
Main custodianFidelityRaymond JamesLPL Financial
Filing with the SEC since202420222014
Tools in their stack––5
People on Advicer.bio357

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

ToolVirtus Wealth SolutionsKennedy Investment GroupVision Retirement
Custodial Platform
Betterment Advisor Solutions––Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Acuity Scheduling––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Virtus Wealth Solutions: Fidelity · Kennedy Investment Group: Raymond James · Vision Retirement: LPL Financial