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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 Chessie Advisors, LLC (swap one in):+ Shareks Stock Portfolios $13.4M+ Regista Financial Strategies, LLC $13.4M · Denver, CO+ Watchtower Wealth, LLC $12.1M · Northbrook, IL+ Red Granite Wealth Management $12.1M · Manitowoc, WI
Assets under management$12.8M$13.4M$12.1M
Asset growth, last 2 years–––
Advisory staff121
Individual clients187233
Assets per client$710K$187K$368K
Clients per advisor183633
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack439
People on Advicer.bio121

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

1 tool 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.

ToolChessie Advisors, LLCWeisberg Capital ManagementLBT Wealth Management, LLC
CRM
Redtail––Uses it
SS&C Black Diamond––Uses it
Schedule Apps
OnceHubUses it–Uses it
Calendly–Uses it–
Website Builders
Webflow––Uses it
Wix–Uses it–
Advisor Lead Gen
Fee-Only NetworkUses it––
Compliance
Claude for Financial Advisors––Uses it
Custodial Platform
Charles SchwabUses itUses itUses it
Financial Planning
eMoneyUses it–Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Retirement Planning
Income Lab––Uses it