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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 Krilogy (swap one in):+ Waldron Private Wealth $5.5B · Bridgeville, PA+ Calamos Wealth Management LLC $5.48B · Naperville, IL+ Cornerstone Wealth Management, LLC $4.93B · Des Peres, MO+ Quotient Wealth Partners, LLC $4.91B · Dallas, TX
St. Louis, MO
Saint Louis, MO
Lake Forest, IL
Assets under management$5.2B$5.48B$5.5B
Asset growth, last 2 years+107%+135%+41%
Advisory staff656814
Individual clients3,0614,937325
Assets per client$1.7M$1.1M$16.9M
Clients per advisor477323
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack–22
People on Advicer.bio646721

From each firm's latest Form ADV (Mar 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.

ToolKrilogyLarson Financial Group, LLCCrescent Grove Advisors
CRM
HubSpot–Uses it–
Digital Marketing
Mailchimp––Uses it
Performance Reporting
Addepar––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Krilogy: Schwab · Larson Financial Group, LLC: Schwab, Fidelity · Crescent Grove Advisors: Fidelity