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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 Landaas & Company (swap one in):+ Punch & Associates Investment Management, Inc. $2.03B · Edina, MN+ Fairview Capital $2.03B · Greenbrae, CA+ Berman Mcaleer $1.82B · Timonium, MD+ Schaper Benz & Wise Investment Counsel Inc $1.76B · Neenah, WI
Milwaukee, WI
Milwaukee, WI
Waukesha, WI
Assets under management$1.93B$2.06B$2.06B
Asset growth, last 2 years+27%+65%+38%
Advisory staff211113
Individual clients1,8004302,277
Assets per client$1.1M$4.8M$906K
Clients per advisor8639175
Main custodianPershingSchwabSchwab
Filing with the SEC since2012 or earlier20202014
Tools in their stack–1–
People on Advicer.bio201420

From each firm's latest Form ADV (Sep 2026, Oct 2026, 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.

ToolLandaas & CompanyOperose Advisors LLCEllenbecker Investment Group
CRM
Envestnet Tamarac–Uses it–

Custodians on Form ADV: Landaas & Company: Pershing · Operose Advisors LLC: Schwab · Ellenbecker Investment Group: Schwab