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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+ Olistico Wealth, LLC $371.5M · Tulsa, OK+ Baron Financial Group LLC $369.1M · Fair Lawn, NJ
Toms River, NJ
Rehoboth Beach, DE
Springfield, MO
Assets under management$391.3M$411.3M$371.7M
Asset growth, last 2 years+36%+43%+37%
Advisory staff578
Individual clients1,111756907
Assets per client$352K$544K$410K
Clients per advisor222108113
Main custodianFidelitySchwabSchwab
Filing with the SEC since201920212012 or earlier
Tools in their stack1––
People on Advicer.bio579

From each firm's latest Form ADV (Mar 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.

ToolWealth Quarterback LLCBdfs Capital LLCPinnacle Family Advisors, LLC
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Wealth Quarterback LLC: Fidelity · Bdfs Capital LLC: Schwab · Pinnacle Family Advisors, LLC: Schwab, Fidelity