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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+ Fox Financial Services, Inc. $110.9M · White Plains, NY+ Investment Counselors of Redlands LLC $100M · Redlands, CA+ Preservation Capital Group $99.9M
New York, NY
New York, NY
E. Syracuse, NY
Assets under management$105.2M$111M$111M
Asset growth, last 2 years+46%+9%+7%
Advisory staff101
Individual clients87–210
Assets per client$1.2M–$529K
Clients per advisor87–210
Main custodianInteractive Brokers–Schwab
Filing with the SEC since202120192021
Tools in their stack––1
People on Advicer.bio1–1

From each firm's latest Form ADV (Mar 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 LPSummit Planning Group, Inc.
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Wallstreeti.com: Interactive Brokers · Dumont Global LP: none listed · Summit Planning Group, Inc.: Schwab