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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):+ Capital Management Services, Inc. $145.2M · Manchester, MO+ Gci Financial Group $145.1M · Mendham, NJ+ Frisco Financial Planning $131.1M+ Warren Capital Group $131M · Charleston, SC
Charlotte, NC
Clarkston, MI
Olympia, WA
Assets under management$138.2M$145.1M$145.1M
Asset growth, last 2 years+27%–+33%
Advisory staff223
Individual clients109192215
Assets per client$1.3M$756K$675K
Clients per advisor559672
Main custodianSchwabFidelitySchwab
Filing with the SEC since202320242021
Tools in their stack––5
People on Advicer.bio223

From each firm's latest Form ADV (Jul 2026, Mar 2026, Jun 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 & AssociatesStapp Wealth Management, PLLC
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it
Tax Planning
ProConnect––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Calamita Wealth Management: Schwab · Daniel Krug & Associates: Fidelity · Stapp Wealth Management, PLLC: Schwab