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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):+ Townsend Asset Management Corp. $479.6M · Raleigh, NC+ Asset Advisory Group, Inc. $479.5M · Kinnelon, NJ+ Tred Avon Family Wealth, LLC $431.9M · Easton, MD+ Argentarii, LLC $431.9M · Cincinnati, OH
Lynnwood, WA
Keller, TX
Maryville, IL
Assets under management$455.5M$479M$478.7M
Asset growth, last 2 years+33%+63%+98%
Advisory staff6102
Individual clients388193221
Assets per client$1.2M$2.5M$2.2M
Clients per advisor6519111
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20192021
Tools in their stack126
People on Advicer.bio6102

From each firm's latest Form ADV (Sep 2026, Jul 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.

ToolChaney Capital Management Inc.Keener Financial PlanningMeredith Wealth Planning
Financial Planning
Envestnet MoneyGuide–Uses it–
RightCapital (Right Capital)––Uses it
Advisor Lead Gen
Wealthtender–Uses it–
Custodial Platform
Charles SchwabUses it–Uses it
Digital Marketing
Mailchimp––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Chaney Capital Management Inc.: Schwab · Keener Financial Planning: Schwab · Meredith Wealth Planning: Schwab