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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 Argentarii, LLC (swap one in):+ Blake Schutter Theil Wealth Advisors, LLC $459.5M · Dayton, OH+ Silver Grove Advisory Services $453.6M · Orchard Park, NY+ Blue Square Asset Management, LLC $410.3M · New York, NY+ Keystone Financial Planning, Inc $406.9M · Westlake, OH
Cincinnati, OH
New Albany, OH
Edina, MN
Assets under management$431.9M$453.7M$453.6M
Asset growth, last 2 years–+31%+28%
Advisory staff546
Individual clients120104177
Assets per client$3.6M$4.4M$2.6M
Clients per advisor242630
Main custodian–SchwabRaymond James
Filing with the SEC since20242012 or earlier2014
Tools in their stack3–2
People on Advicer.bio556

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

ToolArgentarii, LLCColumbus Investment Advisory Inc.Laurel Wealth Planning
CRM
Envestnet Tamarac––Uses it
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab––Uses it
Performance Reporting
AddeparUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Argentarii, LLC: none listed · Columbus Investment Advisory Inc.: Schwab, Merrill · Laurel Wealth Planning: Raymond James