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 Calamita Wealth Management (swap one in):+ Stapp Wealth Management, PLLC $145.1M · Olympia, WA+ Gci Financial Group $145.1M · Mendham, NJ+ Frisco Financial Planning $131.1M+ Warren Capital Group $131M · Charleston, SC
Charlotte, NC
Clarkston, MI
Lutz, FL
Assets under management$138.2M$145.1M$130.8M
Asset growth, last 2 years+27%–+62%
Advisory staff2228
Individual clients109192515
Assets per client$1.3M$756K$254K
Clients per advisor559618
Main custodianSchwabFidelity–
Filing with the SEC since202320242021
Tools in their stack––1
People on Advicer.bio2219

From each firm's latest Form ADV (Jul 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.

ToolCalamita Wealth ManagementDaniel Krug & AssociatesDmk Advisor Group, Inc.
Client File Sharing
Box––Uses it

Custodians on Form ADV: Calamita Wealth Management: Schwab · Daniel Krug & Associates: Fidelity · Dmk Advisor Group, Inc.: none listed