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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 Carota Wealth Management (swap one in):+ Midwest Financial Network, LLC $141.9M · Tinley Park, IL+ Stock Management LLC $141.8M+ Next Generation Investing, LLC $128M · Topeka, KS+ Second Half Financial Partners, LLC $128M · Sebring, FL
St. Louis, MO
Wexford, PA
Assets under management$135M$141.9M$128.1M
Asset growth, last 2 years+41%+26%–
Advisory staff254
Individual clients218233240
Assets per client$619K$609K$534K
Clients per advisor1094760
Main custodianTrade-PMRFolioSchwab
Filing with the SEC since2012 or earlier20202024
Tools in their stack–1–
People on Advicer.bio274

From each firm's latest Form ADV (Aug 2026, Mar 2026, Feb 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.

ToolCarota Wealth ManagementSeverin Investments LLCGuardian Capital, LLC
CRM
SS&C Black Diamond–Uses it–

Custodians on Form ADV: Carota Wealth Management: Trade-PMR · Severin Investments LLC: Folio, Schwab · Guardian Capital, LLC: Schwab