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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 Chatham Wealth Management (swap one in):+ Stordahl Capital Management, Inc. $675.9M · Greenwood Village, CO+ Waterway Wealth Management, L.l.c. $675.8M · The Woodlands, TX+ Financial Plans & Strategies, Inc. $610.6M · Greenwood, IN+ Vista Investment Partners LLC $610.6M · Oklahoma City, OK
Chatham, NJ
Braintree, MA
Akron, IA
Assets under management$642.9M$675.2M$675.2M
Asset growth, last 2 years+27%+69%+37%
Advisory staff4717
Individual clients4242001,514
Assets per client$1.5M$3.4M$446K
Clients per advisor1062989
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack23–
People on Advicer.bio4817

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

ToolChatham Wealth ManagementLittle House Capital, LLCRda Financial Network
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)–Uses it–
CRM
Envestnet Tamarac–Uses it–
Financial Planning
eMoney–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Chatham Wealth Management: Schwab · Little House Capital, LLC: Schwab, Fidelity · Rda Financial Network: Schwab