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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+ Private Management Group Inc $4.9B · Irvine, CA
St. Louis, MO
Saint Louis, MO
Dallas, TX
Assets under management$5.2B$5.48B$4.91B
Asset growth, last 2 years+107%+135%+58%
Advisory staff656829
Individual clients3,0614,9372,354
Assets per client$1.7M$1.1M$2.1M
Clients per advisor477381
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack–25
People on Advicer.bio646736

From each firm's latest Form ADV (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.

ToolKrilogyLarson Financial Group, LLCQuotient Wealth Partners, LLC
CRM
HubSpot–Uses it–
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
Advisor Lead Gen
Wealthtender––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Krilogy: Schwab · Larson Financial Group, LLC: Schwab, Fidelity · Quotient Wealth Partners, LLC: Fidelity