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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 Capital Management Consultants (swap one in):+ Dba Fee Only Financial Planning, Inc. $80M+ Rand Group Financial $80M+ Planning Associates Wealth Management, LLC $72.3M · Metairie, LA+ Saint Louis Investment Advisors Inc $72.2M · Collinsville, IL
Northbrook, IL
St Louis Park, MN
Assets under management$76.2M$80M$80M
Asset growth, last 2 years−9%––
Advisory staff213
Individual clients6114120
Assets per client$1.2M$5.7M$667K
Clients per advisor311440
Main custodianSchwab––
Filing with the SEC since2012 or earlier20262026
Tools in their stack1–4
People on Advicer.bio213

From each firm's latest Form ADV (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.

ToolCapital Management ConsultantsJohnson, Jason L.Lions Wealth Management
Client File Sharing
Dropbox––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Planning Light
Advyzon––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Capital Management Consultants: Schwab · Johnson, Jason L.: none listed · Lions Wealth Management: none listed