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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 Iron Financial LLC (swap one in):+ Uhler Vertich White Advisors $513.7M · Fort Myers, FL+ Wiser Wealth Management, Inc $513.6M · Marietta, GA+ Dew Wealth Management $464.7M · Scottsdale, AZ+ Cypress Capital Partners, LLC $464.4M · Chicago, IL
Northbrook, IL
Chicago, IL
Overland Park, KS
Assets under management$489.2M$514.8M$514M
Asset growth, last 2 years+16%–+36%
Advisory staff939
Individual clients23255185
Assets per client$2.1M$9.4M$2.8M
Clients per advisor261821
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack1–3
People on Advicer.bio429

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

ToolIron Financial LLCTaiko Private WealthSearcy Financial Services, Inc.
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Iron Financial LLC: Schwab · Taiko Private Wealth: Schwab · Searcy Financial Services, Inc.: Schwab