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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 Kiley Juergens Wealth Management, LLC (swap one in):+ Capita Financial Network, LLC $2.32B · Draper, UT+ Woodley Farra $2.32B · Indianapolis, IN+ First Heartland Consultants, Inc. $2.09B · Lake St. Louis, MO+ Indivisible Partners $2.08B · Clearwater, FL
Olympia, WA
Bellevue, WA
Houston, TX
Assets under management$2.2B$2.39B$2.09B
Asset growth, last 2 years+36%+32%+57%
Advisory staff6155
Individual clients2,937503764
Assets per client$749K$4.8M$2.7M
Clients per advisor49034153
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack–21
People on Advicer.bio6156

From each firm's latest Form ADV (Jul 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.

ToolKiley Juergens Wealth Management, LLCTschetter GroupAdell Harriman & Carpenter
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Orion–Uses itUses it

Custodians on Form ADV: Kiley Juergens Wealth Management, LLC: Schwab · Tschetter Group: Schwab · Adell Harriman & Carpenter: Fidelity