Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Chicago Investment Advisory Council, Inc. (swap one in):+ True Measure Wealth Management $241.5M · Omaha, NE+ Wealth Management Corporation $241.5M · Tallahassee, FL+ Great Hill Advisory $218.4M · Port Washington, NY+ Madden Funds Management $217.9M · Oak Park, IL
St. Charles, IL
Morton, IL
Libertyville, IL
Assets under management$230M$242.8M$241.5M
Asset growth, last 2 years+64%+108%+74%
Advisory staff554
Individual clients1,100936151
Assets per client$209K$259K$1.6M
Clients per advisor22018738
Main custodianSchwabSchwabFidelity
Filing with the SEC since202120232020
Tools in their stack–33
People on Advicer.bio554

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

ToolChicago Investment Advisory Council, Inc.210 FinancialPrism Planning Partners
Portfolio Management
Envestnet––Uses it
Orion–Uses it–
Website Builders
Squarespace––Uses it
Webflow–Uses it–
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Chicago Investment Advisory Council, Inc.: Schwab · 210 Financial: Schwab, Alight Financial Solutions, LLC · Prism Planning Partners: Fidelity