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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 Chicago Wealth Management, Inc. (swap one in):+ Psi Capital Management $384.8M · Lancaster, PA+ Pacific Asset Management, LLC $384.8M · Gig Harbor, WA+ Heritage Oak Wealth Advisors $347.4M · Santa Rosa Beach, FL+ Cottonwood Capital Advisors $347.3M · Irving, TX
Chicago, IL
South Barrington, IL
Dallas, TX
Assets under management$365.7M$386.7M$384.6M
Asset growth, last 2 years+41%+21%−15%
Advisory staff454
Individual clients28826550
Assets per client$1.3M$1.5M$7.7M
Clients per advisor725313
Main custodianSchwabSchwabPershing
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack–44
People on Advicer.bio554

From each firm's latest Form ADV (Mar 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 Wealth Management, Inc.Vermillion Financial Advisors, Inc.Promus Advisors
Custodial Platform
Charles Schwab–Uses itUses it
Altruist–Uses it–
NetX360 (Pershing)––Uses it
CRM
HubSpot––Uses it
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Chicago Wealth Management, Inc.: Schwab · Vermillion Financial Advisors, Inc.: Schwab · Promus Advisors: Pershing