Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Caissa Wealth Strategies (swap one in):+ Monere Wealth Management, Inc. $312M · Schaumburg, IL+ Glass Wealth Management Co., LLC $311.9M · San Antonio, TX+ Peloton Capital Management $282M · Indianapolis, IN+ Hms Investment Advisors $281.9M · Nashville, TN
Bloomington, MN
Maple Grove, MN
Plano, TX
Assets under management$297M$313.7M$311.9M
Asset growth, last 2 years+18%+14%+196%
Advisory staff632
Individual clients15321875
Assets per client$1.9M$1.4M$4.2M
Clients per advisor267338
Main custodianSchwabSchwabSchwab
Filing with the SEC since20182012 or earlier2021
Tools in their stack233
People on Advicer.bio532

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

ToolCaissa Wealth StrategiesParadigm, Strategies in Wealth Management, LLCNfwm
Client File Sharing
ShareFile–Uses it–
CRM
Envestnet TamaracUses it–Uses it
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Mailchimp–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Caissa Wealth Strategies: Schwab · Paradigm, Strategies in Wealth Management, LLC: Schwab · Nfwm: Schwab, Fidelity