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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+ Elite Life Management LLC $147M · Erie, PA+ Tripletail Wealth Management $132.1M · Orlando, FL+ Lmpg Wealth Advisors, LLC $131.7M · Miami, FL
Destin, FL
Lutz, FL
Cramerton, NC
Assets under management$140M$147.4M$147.1M
Asset growth, last 2 years+32%+9%–
Advisory staff324
Individual clients107114375
Assets per client$1.3M$1.3M$392K
Clients per advisor365794
Main custodianSchwabSchwab–
Filing with the SEC since20192012 or earlier2024
Tools in their stack1–3
People on Advicer.bio333

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

ToolChipser Wealth Management, LLCEdmp, Inc.Wealthpoint Advisors
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Chipser Wealth Management, LLC: Schwab · Edmp, Inc.: Schwab · Wealthpoint Advisors: none listed