Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Fiwheels (swap one in):+ Kte Capital Management, LLC $10.9M+ Finlayson Financial Planning, Inc. $10.9M+ Common Wealth Management LLC $9.9M · Columbus, OH+ Premier Financial Solutions, LLC $9.9M · Myrtle Beach, SC
Cambridge, MN
Assets under management$10.4M$10.9M$10.9M
Asset growth, last 2 years––−5%
Advisory staff1111
Individual clients62858
Assets per client$1.7M$390K$188K
Clients per advisor6285
Main custodian––Fidelity
Filing with the SEC since202620262020
Tools in their stack3––
People on Advicer.bio1114

From each firm's latest Form ADV (Aug 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.

ToolFiwheelsWide Eye CapitalAdvanced Advisor Group, LLC
Advisory Fee Billing
AdvicePayUses it––
Client File Sharing
ShareFileUses it––
Custodial Platform
Interactive BrokersUses it––

Custodians on Form ADV: Fiwheels: none listed · Wide Eye Capital: none listed · Advanced Advisor Group, LLC: Fidelity