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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):+ Magnus Financial Group LLC $2.33B · New York, NY+ Capita Financial Network, LLC $2.32B · Draper, UT+ Adell Harriman & Carpenter $2.09B · Houston, TX+ First Heartland Consultants, Inc. $2.09B · Lake St. Louis, MO
Olympia, WA
Bellevue, WA
Indianapolis, IN
Assets under management$2.2B$2.39B$2.32B
Asset growth, last 2 years+36%+32%+29%
Advisory staff6159
Individual clients2,9375031,591
Assets per client$749K$4.8M$1.5M
Clients per advisor49034177
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack–21
People on Advicer.bio61511

From each firm's latest Form ADV (Jul 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.

ToolKiley Juergens Wealth Management, LLCTschetter GroupWoodley Farra
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Kiley Juergens Wealth Management, LLC: Schwab · Tschetter Group: Schwab · Woodley Farra: Schwab