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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):+ Midwest Professional Planners, LTD. $649.3M · Wausau, WI+ Dale K. Ehrhart, Inc. $648.8M · Venice, FL+ Kreitler Financial LLC $584.9M · New Haven, CT+ Wellspring Wealth Management LLC $584.8M · Alpharetta, GA
Bellevue, WA
Deer Park, IL
Assets under management$617.7M$649.3M$585.6M
Asset growth, last 2 years+12%+65%+81%
Advisory staff774
Individual clients289576357
Assets per client$2.1M$1.1M$1.6M
Clients per advisor418289
Main custodianSchwabSchwabSchwab
Filing with the SEC since20142012 or earlier2017
Tools in their stack––2
People on Advicer.bio595

From each firm's latest Form ADV (Oct 2026, Jan 2026, Jul 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 LLCO'keefe Stevens Advisory, Inc.
Schedule Apps
Calendly––Uses it
OnceHub––Uses it

Custodians on Form ADV: Capital Planning, LLC: Schwab · Essex LLC: Schwab · O'keefe Stevens Advisory, Inc.: Schwab