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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 Ellenbecker Investment Group (swap one in):+ Sigma Investment Counselors $2.17B · Northville, MI+ Zuckerman Investment Group $2.17B · Chicago, IL+ Falcon Wealth Planning, LLC $1.96B · Ontario, CA+ Landaas & Company $1.93B · Milwaukee, WI
Waukesha, WI
Dublin, OH
Los Angeles, CA
Assets under management$2.06B$2.17B$1.96B
Asset growth, last 2 years+38%+107%+30%
Advisory staff13129
Individual clients2,277607937
Assets per client$906K$3.6M$2.1M
Clients per advisor17551104
Main custodianSchwabSchwabSchwab
Filing with the SEC since20142012 or earlier2012 or earlier
Tools in their stack–3–
People on Advicer.bio20109

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

ToolEllenbecker Investment GroupPds Planning IncHcr Wealth Advisors
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Ellenbecker Investment Group: Schwab · Pds Planning Inc: Schwab · Hcr Wealth Advisors: Schwab