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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 Chaney Capital Management Inc. (swap one in):+ Asset Advisory Group, Inc. $479.5M · Kinnelon, NJ+ Meredith Wealth Planning $478.7M · Maryville, IL+ Tred Avon Family Wealth, LLC $431.9M · Easton, MD+ Fsb Premier Wealth Management, Inc. $431.7M · Waterloo, IA
Lynnwood, WA
Keller, TX
Cincinnati, OH
Assets under management$455.5M$479M$431.9M
Asset growth, last 2 years+33%+63%–
Advisory staff6105
Individual clients388193120
Assets per client$1.2M$2.5M$3.6M
Clients per advisor651924
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20192024
Tools in their stack123
People on Advicer.bio6105

From each firm's latest Form ADV (Sep 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.

ToolChaney Capital Management Inc.Keener Financial PlanningArgentarii, LLC
Advisor Lead Gen
Wealthtender–Uses it–
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles SchwabUses it––
Financial Planning
Envestnet MoneyGuide–Uses it–
Performance Reporting
Addepar––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Chaney Capital Management Inc.: Schwab · Keener Financial Planning: Schwab · Argentarii, LLC: none listed