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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+ Laurel Wealth Planning $453.6M · Edina, MN+ Blue Square Asset Management, LLC $410.3M · New York, NY+ Keystone Financial Planning, Inc $406.9M · Westlake, OH
Cincinnati, OH
New Albany, OH
Orchard Park, NY
Assets under management$431.9M$453.7M$453.6M
Asset growth, last 2 years–+31%+77%
Advisory staff5417
Individual clients1201042,146
Assets per client$3.6M$4.4M$211K
Clients per advisor2426126
Main custodian–SchwabSchwab
Filing with the SEC since20242012 or earlier2017
Tools in their stack3–4
People on Advicer.bio5517

From each firm's latest Form ADV (Sep 2026, Mar 2026, Oct 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.Silver Grove Advisory Services
Custodial Platform
Betterment Advisor Solutions––Uses it
LPL Financial (ClientWorks)––Uses it
SEI––Uses it
CRM
SS&C Black DiamondUses it––
Digital Marketing
Snappy Kraken––Uses it
Performance Reporting
AddeparUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Argentarii, LLC: none listed · Columbus Investment Advisory Inc.: Schwab, Merrill · Silver Grove Advisory Services: Schwab, Broadridge Business Process Outsourcing, LLC, LPL Financial