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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 Chipser Wealth Management, LLC (swap one in):+ Rabe Investment Consulting Group $147.3M · Richfield, OH+ Wealthpoint Advisors $147.1M · Cramerton, NC+ Tripletail Wealth Management $132.1M · Orlando, FL+ Lmpg Wealth Advisors, LLC $131.7M · Miami, FL
Destin, FL
Lutz, FL
Erie, PA
Assets under management$140M$147.4M$147M
Asset growth, last 2 years+32%+9%+66%
Advisory staff324
Individual clients10711486
Assets per client$1.3M$1.3M$1.7M
Clients per advisor365722
Main custodianSchwabSchwabSchwab
Filing with the SEC since20192012 or earlier2022
Tools in their stack1–1
People on Advicer.bio334

From each firm's latest Form ADV (Jan 2026, Mar 2026, Nov 2025). 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.

ToolChipser Wealth Management, LLCEdmp, Inc.Elite Life Management LLC
Custodial Platform
Charles Schwab––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Chipser Wealth Management, LLC: Schwab · Edmp, Inc.: Schwab · Elite Life Management LLC: Schwab