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.

Gargas Investments LLC
Essex Advisory
Wheeler Financial Planning LLC

Similar in size to Gargas Investments LLC (swap one in):+ Rich Michaels Investments, LLC $9.3M + Vetworth $9.3M · Peachtree City, GA + Valkyrie Financial $8.4M + Roads Capital LLC $8.4M

	Gargas Investments LLC Van Buren, MO	Essex Advisory Brooklyn, NY	Wheeler Financial Planning LLC St. Charles, MO
Assets under management	$8.8M	$9.3M	$9.4M
Asset growth, last 2 years	–	−53%	–
Advisory staff	1	2	1
Individual clients	37	1	44
Assets per client	$239K	$9.3M	$214K
Clients per advisor	37	1	44
Main custodian	–	–	–
Filing with the SEC since	2026	2020	2026
Tools in their stack	–	–	–
People on Advicer.bio	2	2	1

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

Gargas Investments LLC
Essex Advisory
Wheeler Financial Planning LLC

Advisory staff

Gargas Investments LLC
Essex Advisory
Wheeler Financial Planning LLC

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.