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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 Calamita Wealth Management (swap one in):+ Stapp Wealth Management, PLLC $145.1M · Olympia, WA+ Gci Financial Group $145.1M · Mendham, NJ+ Warren Capital Group $131M · Charleston, SC+ Dmk Advisor Group, Inc. $130.8M · Lutz, FL
Charlotte, NC
Clarkston, MI
Assets under management$138.2M$145.1M$131.1M
Asset growth, last 2 years+27%––
Advisory staff221
Individual clients10919250
Assets per client$1.3M$756K$2.6M
Clients per advisor559650
Main custodianSchwabFidelitySchwab
Filing with the SEC since202320242024
Tools in their stack––1
People on Advicer.bio221

From each firm's latest Form ADV (Jul 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.

ToolCalamita Wealth ManagementDaniel Krug & AssociatesFrisco Financial Planning
CRM
Slant (Slant CRM)––Uses it

Custodians on Form ADV: Calamita Wealth Management: Schwab · Daniel Krug & Associates: Fidelity · Frisco Financial Planning: Schwab