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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 Wallstreeti.com (swap one in):+ The Quick Group LLC $111.3M · New York, NY+ Summit Planning Group, Inc. $111M · E. Syracuse, NY+ Investment Counselors of Redlands LLC $100M · Redlands, CA+ Preservation Capital Group $99.9M
New York, NY
New York, NY
White Plains, NY
Assets under management$105.2M$111M$110.9M
Asset growth, last 2 years+46%+9%+31%
Advisory staff101
Individual clients87–84
Assets per client$1.2M–$1.3M
Clients per advisor87–84
Main custodianInteractive Brokers–Fidelity
Filing with the SEC since202120192012 or earlier
Tools in their stack––3
People on Advicer.bio1–1

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.

ToolWallstreeti.comDumont Global LPFox Financial Services, Inc.
Client File Sharing
ShareFile––Uses it
CRM
HubSpot––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Wallstreeti.com: Interactive Brokers · Dumont Global LP: none listed · Fox Financial Services, Inc.: Fidelity