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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+ Strickland Davis Advisors LLC $121.3M · Marietta, GA+ Life Strategies, Inc. $121.2M · Cardiff, CA
Chadds Ford, PA
Camp Hill, PA
Bedminster, NJ
Assets under management$127.7M$135.3M$121.3M
Asset growth, last 2 years+7%+27%−15%
Advisory staff424
Individual clients28384177
Assets per client$451K$1.6M$685K
Clients per advisor714244
Main custodianAllianz Life Insurance Company of North AmericaAssetMarkSchwab
Filing with the SEC since2012 or earlier20232022
Tools in their stack4––
People on Advicer.bio423

From each firm's latest Form ADV (Mar 2026, Apr 2026, Sep 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 GroupWp Asset Management
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 · Wp Asset Management: Schwab, Interactive Brokers