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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 Chlebina Capital (swap one in):+ Advanced Financial Analysis, LLC $5.3M+ Rhubarb Investments, LLC $5.3M+ Investedge Planning $4.8M+ Worchestershire Financial $4.8M
Akron, OH
Shreve, OH
San Diego, CA
Assets under management$5.1M$5.4M$4.8M
Asset growth, last 2 years–––
Advisory staff311
Individual clients1171–
Assets per client$460K$76K–
Clients per advisor471–
Main custodian–––
Filing with the SEC since202620262023
Tools in their stack–2–
People on Advicer.bio311

From each firm's latest Form ADV (Aug 2026, Feb 2026, Jul 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

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.

ToolChlebina CapitalAustin Wealth SolutionsYield Growth Advisors
Schedule Apps
OnceHub–Uses it–
Website Builders
Squarespace–Uses it–