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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):+ Spyrnal Financial Group $145.5M · Bokeelia, FL+ Stapp Wealth Management, PLLC $145.1M · Olympia, WA+ Frisco Financial Planning $131.1M+ Warren Capital Group $131M · Charleston, SC
Annapolis, MD
Manchester, MO
Groton, MA
Assets under management$138.2M$145.2M$145.3M
Asset growth, last 2 years–+4%–
Advisory staff152
Individual clients16824266
Assets per client$823K$600K$2.2M
Clients per advisor1684833
Main custodian–SchwabSchwab
Filing with the SEC since202620192024
Tools in their stack––3
People on Advicer.bio172

From each firm's latest Form ADV (Mar 2026, Feb 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.The Practical Planner
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Mailchimp––Uses it

Custodians on Form ADV: Clark Company: none listed · Capital Management Services, Inc.: Schwab, Interactive Brokers · The Practical Planner: Schwab