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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 Chartered Advisory Group (swap one in):+ Epic Advisory Services Corp $134.3M · Boca Raton, FL+ Wave Wealth Management, LLC $134.2M · Frisco, TX+ Wp Asset Management $121.3M · Bedminster, NJ+ Strickland Davis Advisors LLC $121.3M · Marietta, GA
Chadds Ford, PA
Camp Hill, PA
Cardiff, CA
Assets under management$127.7M$135.3M$121.2M
Asset growth, last 2 years+7%+27%–
Advisory staff421
Individual clients28384115
Assets per client$451K$1.6M$1.1M
Clients per advisor7142115
Main custodianAllianz Life Insurance Company of North AmericaAssetMark–
Filing with the SEC since2012 or earlier20232024
Tools in their stack4––
People on Advicer.bio421

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

ToolChartered Advisory GroupKeller Financial GroupLife Strategies, Inc.
Custodial Platform
VanguardUses it––
Wealthscape (Fidelity)Uses it––
Advisory Fee Billing
AdvicePayUses it––
Client File Sharing
ShareFileUses it––

Custodians on Form ADV: Chartered Advisory Group: Allianz Life Insurance Company of North America, Schwab, Forethought Life Insurance Company · Keller Financial Group: AssetMark · Life Strategies, Inc.: none listed