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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 Clayton Wealth Partners (swap one in):+ Leonard Rickey Investment Advisors, P.l.l.c. $958.1M · Yakima, WA+ Cortland Associates Inc $958M · St. Louis, MO+ Gill Capital Partners $862.4M · Denver, CO+ Mitchell Capital Management Co $847.3M · Leawood, KS
Topeka, KS
Wichita, KS
Houston, TX
Assets under management$909.8M$978.6M$956.4M
Asset growth, last 2 years+31%+51%+22%
Advisory staff876
Individual clients716916480
Assets per client$1.3M$1.1M$2M
Clients per advisor9013180
Main custodianFidelityFidelityFidelity
Filing with the SEC since2012 or earlier20172013
Tools in their stack––2
People on Advicer.bio766

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

ToolClayton Wealth PartnersWealth Alliance Advisory Group, LLCMbr Financial
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Clayton Wealth Partners: Fidelity · Wealth Alliance Advisory Group, LLC: Fidelity · Mbr Financial: Fidelity