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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+ Adell Harriman & Carpenter $2.09B · Houston, TX+ First Heartland Consultants, Inc. $2.09B · Lake St. Louis, MO
Olympia, WA
Bellevue, WA
Clearwater, FL
Assets under management$2.2B$2.39B$2.08B
Asset growth, last 2 years+36%+32%–
Advisory staff61513
Individual clients2,937503534
Assets per client$749K$4.8M$3.9M
Clients per advisor4903441
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20192024
Tools in their stack–2–
People on Advicer.bio61534

From each firm's latest Form ADV (Jul 2026, Oct 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 GroupIndivisible Partners
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Kiley Juergens Wealth Management, LLC: Schwab · Tschetter Group: Schwab · Indivisible Partners: none listed