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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):+ Bluelist Partners, LLC $134.3M · Occoquan, VA+ Epic Advisory Services Corp $134.3M · Boca Raton, FL+ Wp Asset Management $121.3M · Bedminster, NJ+ Strickland Davis Advisors LLC $121.3M · Marietta, GA
Chadds Ford, PA
Camp Hill, PA
Frisco, TX
Assets under management$127.7M$135.3M$134.2M
Asset growth, last 2 years+7%+27%+813%
Advisory staff422
Individual clients2838462
Assets per client$451K$1.6M$2.2M
Clients per advisor714231
Main custodianAllianz Life Insurance Company of North AmericaAssetMarkSchwab
Filing with the SEC since2012 or earlier20232016
Tools in their stack4–4
People on Advicer.bio422

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

ToolChartered Advisory GroupKeller Financial GroupWave Wealth Management, LLC
Custodial Platform
Charles Schwab––Uses it
VanguardUses it––
Wealthscape (Fidelity)Uses it––
Advisory Fee Billing
AdvicePayUses it––
Client Data Gathering
Jotform––Uses it
Client File Sharing
ShareFileUses it––
Digital Marketing
Snappy Kraken––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Chartered Advisory Group: Allianz Life Insurance Company of North America, Schwab, Forethought Life Insurance Company · Keller Financial Group: AssetMark · Wave Wealth Management, LLC: Schwab