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 Capital Planning, LLC (swap one in):+ Midwest Professional Planners, LTD. $649.3M · Wausau, WI+ Dale K. Ehrhart, Inc. $648.8M · Venice, FL+ O'keefe Stevens Advisory, Inc. $585.6M+ Wellspring Wealth Management LLC $584.8M · Alpharetta, GA
Bellevue, WA
Deer Park, IL
New Haven, CT
Assets under management$617.7M$649.3M$584.9M
Asset growth, last 2 years+12%+65%+34%
Advisory staff775
Individual clients289576173
Assets per client$2.1M$1.1M$3.4M
Clients per advisor418235
Main custodianSchwabSchwabRaymond James
Filing with the SEC since20142012 or earlier2020
Tools in their stack––1
People on Advicer.bio594

From each firm's latest Form ADV (Oct 2026, Jan 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 Planning, LLCEssex LLCKreitler Financial LLC
CRM
Envestnet Tamarac––Uses it

Custodians on Form ADV: Capital Planning, LLC: Schwab · Essex LLC: Schwab · Kreitler Financial LLC: Raymond James, TIAA-Cref Individual & Institutional Services, LLC