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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 Kilter Group (swap one in):+ Sugar Maple Asset Management, LLC $291.5M · Sister Bay, WI+ Millington Financial Advisors, LLC $291.4M · Naperville, IL+ Myecfo $263.4M+ Harmony Point Wealth Advisors, Inc. $263.2M · Irvine, CA
Northfield, IL
San Diego, CA
Assets under management$277.4M$291.5M$263.3M
Asset growth, last 2 years–+47%+77%
Advisory staff742
Individual clients413252678
Assets per client$672K$1.2M$388K
Clients per advisor5963339
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420182021
Tools in their stack1–2
People on Advicer.bio844

From each firm's latest Form ADV (Jun 2026, Mar 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.

ToolKilter GroupThe Planning GroupChokshi & Queen Wealth Advisors
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoneyUses it––
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Kilter Group: Schwab · The Planning Group: Schwab · Chokshi & Queen Wealth Advisors: Schwab