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 Celadon Managed Wealth (swap one in):+ Nora Wealth $83.7M · Atlanta, GA+ Thompson Creek Wealth Advisors $83.7M+ Shepherd Wealth Partners $75.7M+ Provenire Capital LLC $75.3M · Eden Prairie, MN
Plymouth, MN
Edina, MN
Camas, WA
Assets under management$79.7M$84.1M$83.7M
Asset growth, last 2 years––+96%
Advisory staff123
Individual clients1175150
Assets per client$681K$1.6M$1.7M
Clients per advisor1172617
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack–2–
People on Advicer.bio123

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

ToolCeladon Managed WealthAkm AdvisoryVita Planning Group LLC
CRM
Envestnet Tamarac–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Celadon Managed Wealth: none listed · Akm Advisory: none listed · Vita Planning Group LLC: Schwab, Capital Client Group, Inc.