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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 Clark Company (swap one in):+ The Practical Planner $145.3M · Groton, MA+ Stapp Wealth Management, PLLC $145.1M · Olympia, WA+ Frisco Financial Planning $131.1M+ Warren Capital Group $131M · Charleston, SC
Annapolis, MD
Manchester, MO
Lutz, FL
Assets under management$138.2M$145.2M$130.8M
Asset growth, last 2 years–+4%+62%
Advisory staff1528
Individual clients168242515
Assets per client$823K$600K$254K
Clients per advisor1684818
Main custodian–Schwab–
Filing with the SEC since202620192021
Tools in their stack––1
People on Advicer.bio1719

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

ToolClark CompanyCapital Management Services, Inc.Dmk Advisor Group, Inc.
Client File Sharing
Box––Uses it

Custodians on Form ADV: Clark Company: none listed · Capital Management Services, Inc.: Schwab, Interactive Brokers · Dmk Advisor Group, Inc.: none listed