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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+ Regista Financial Strategies, LLC $13.4M · Denver, CO+ LBT Wealth Management, LLC $12.1M+ Watchtower Wealth, LLC $12.1M · Northbrook, IL
Assets under management$12.8M$13.4M$13.4M
Asset growth, last 2 years––+152%
Advisory staff121
Individual clients187217
Assets per client$710K$187K$791K
Clients per advisor183617
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack431
People on Advicer.bio121

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

ToolChessie Advisors, LLCWeisberg Capital ManagementShareks Stock Portfolios
Schedule Apps
Calendly–Uses itUses it
OnceHubUses it––
Advisor Lead Gen
Fee-Only NetworkUses it––
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
eMoneyUses it––
Website Builders
Wix–Uses it–