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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+ Warren Capital Group $131M · Charleston, SC+ Dmk Advisor Group, Inc. $130.8M · Lutz, FL
Annapolis, MD
Manchester, MO
Assets under management$138.2M$145.2M$131.1M
Asset growth, last 2 years–+4%–
Advisory staff151
Individual clients16824250
Assets per client$823K$600K$2.6M
Clients per advisor1684850
Main custodian–SchwabSchwab
Filing with the SEC since202620192024
Tools in their stack––1
People on Advicer.bio171

From each firm's latest Form ADV (Mar 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

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.Frisco Financial Planning
CRM
Slant (Slant CRM)––Uses it

Custodians on Form ADV: Clark Company: none listed · Capital Management Services, Inc.: Schwab, Interactive Brokers · Frisco Financial Planning: Schwab