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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 Zuckerman Investment Group (swap one in):+ Stonebridge Financial Group, LLC $2.28B · Wormleysburg, PA+ Vestor Capital, LLC $2.28B · Chicago, IL+ Doyenne Wealth Advisors $2.04B · Chicago, IL+ Keebeck Wealth Management $2.03B · Chicago, IL
Chicago, IL
West Hartford, CT
Newport Beach, CA
Assets under management$2.17B$2.28B$2.28B
Asset growth, last 2 years+41%+30%+55%
Advisory staff62010
Individual clients4251,0927,691
Assets per client$5.1M$2.1M$296K
Clients per advisor7155769
Main custodianPershingPershingCapital Client Group, Inc.
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio31812

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

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.

ToolZuckerman Investment GroupYhb Investment Advisors IncJdl Advisers
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Zuckerman Investment Group: Pershing, Schwab, Cibc National Trust Company · Yhb Investment Advisors Inc: Pershing, Schwab · Jdl Advisers: Capital Client Group, Inc., Schwab