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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 Wealth Quarterback LLC (swap one in):+ Mb, Levis & Associates,LLC $411.6M · Center Valley, PA+ Guardian Wealth Management, LLC $411.1M · Chattanooga, TN+ Pinnacle Family Advisors, LLC $371.7M · Springfield, MO+ Olistico Wealth, LLC $371.5M · Tulsa, OK
Toms River, NJ
Rehoboth Beach, DE
Fair Lawn, NJ
Assets under management$391.3M$411.3M$369.1M
Asset growth, last 2 years+36%+43%+11%
Advisory staff575
Individual clients1,111756306
Assets per client$352K$544K$1.2M
Clients per advisor22210861
Main custodianFidelitySchwabSchwab
Filing with the SEC since201920212012 or earlier
Tools in their stack1–3
People on Advicer.bio574

From each firm's latest Form ADV (Mar 2026, Jul 2026, Sep 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.

ToolWealth Quarterback LLCBdfs Capital LLCBaron Financial Group LLC
Advisor Lead Gen
Fee-Only Network––Uses it
CRM
Envestnet Tamarac––Uses it
Schedule Apps
OnceHub––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Wealth Quarterback LLC: Fidelity · Bdfs Capital LLC: Schwab · Baron Financial Group LLC: Schwab