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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):+ Fiduciary Tactical Strategies, Inc. $13.4M · Chesterfield, MO+ Shareks Stock Portfolios $13.4M+ LBT Wealth Management, LLC $12.1M+ Watchtower Wealth, LLC $12.1M · Northbrook, IL
Denver, CO
Assets under management$12.8M$13.4M$13.4M
Asset growth, last 2 years–––
Advisory staff123
Individual clients187236
Assets per client$710K$187K$373K
Clients per advisor183612
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack436
People on Advicer.bio123

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

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 ManagementRegista Financial Strategies, LLC
Custodial Platform
Charles SchwabUses itUses itUses it
Betterment Advisor Solutions––Uses it
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly–Uses it–
OnceHubUses it––
Website Builders
Webflow––Uses it
Wix–Uses it–
Advisor Lead Gen
Fee-Only NetworkUses it––
CRM
Slant (Slant CRM)––Uses it
Digital Marketing
Pageport––Uses it