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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 Planning, LLC (swap one in):+ Monex Asset Management, Inc. $650.9M · Houston, TX+ Dale K. Ehrhart, Inc. $648.8M · Venice, FL+ O'keefe Stevens Advisory, Inc. $585.6M+ Kreitler Financial LLC $584.9M · New Haven, CT
Bellevue, WA
Deer Park, IL
Wausau, WI
Assets under management$617.7M$649.3M$649.3M
Asset growth, last 2 years+12%+65%+50%
Advisory staff7715
Individual clients289576710
Assets per client$2.1M$1.1M$915K
Clients per advisor418247
Main custodianSchwabSchwabFidelity
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack––3
People on Advicer.bio5917

From each firm's latest Form ADV (Oct 2026, Jan 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 LLCMidwest Professional Planners, LTD.
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Capital Planning, LLC: Schwab · Essex LLC: Schwab · Midwest Professional Planners, LTD.: Fidelity, Jackson National Life Distributors LLC