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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 Zhang Financial (swap one in):+ Gradient Investments, LLC $8.84B · Arden Hills, MN+ Arkadios Wealth Advisors $8.79B · Atlanta, GA+ Icg Advisors, LLC $7.92B · Los Angeles, CA+ RBC Private Counsel (USA) Inc. $7.89B · Toronto, On
Portage, MI
Southfield, MI
Columbus, OH
Assets under management$8.37B$10B$7.89B
Asset growth, last 2 years+46%+57%+52%
Advisory staff19333415
Individual clients2,29523,62442,153
Assets per client$3.6M$423K$187K
Clients per advisor12171102
Main custodianLPL FinancialSchwabFidelity
Filing with the SEC since2012 or earlier20152012 or earlier
Tools in their stack–––
People on Advicer.bio20398428

From each firm's latest Form ADV (Mar 2026, Oct 2026, Aug 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Zhang Financial: LPL Financial, State Street, Pnc Bank, National Association · Hantz Financial Services, Inc.: Schwab · Huntington Financial Advisors: Fidelity