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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):+ Crescent Grove Advisors $5.5B · Lake Forest, IL+ 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
Bridgeville, PA
Assets under management$5.2B$5.48B$5.5B
Asset growth, last 2 years+107%+135%+35%
Advisory staff656847
Individual clients3,0614,937517
Assets per client$1.7M$1.1M$10.6M
Clients per advisor477311
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2013
Tools in their stack–22
People on Advicer.bio646742

From each firm's latest Form ADV (Mar 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.

ToolKrilogyLarson Financial Group, LLCWaldron Private Wealth
CRM
HubSpot–Uses itUses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Krilogy: Schwab · Larson Financial Group, LLC: Schwab, Fidelity · Waldron Private Wealth: Fidelity, Schwab