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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 Macroclimate LLC (swap one in):+ Equitycompass Investment Management, LLC $220.9M · Baltimore, MD+ Strategic Financial Planning, Inc. $220.6M · Plano, TX+ Ia Network, LLC $199.5M · Charlotte, NC+ Capital Asset Management, Inc. $199.5M · Columbus, OH
Saint Louis, MO
Saint Francisville, LA
Assets under management$210.1M$220.7M$199.5M
Asset growth, last 2 years+25%+33%−43%
Advisory staff223
Individual clients39154424
Assets per client$5.4M$1.4M$471K
Clients per advisor2077141
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20182018
Tools in their stack1––
People on Advicer.bio2210

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

ToolMacroclimate LLCMccartney Wealth Management LLCKg Capital Management, LLC
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Macroclimate LLC: Schwab · Mccartney Wealth Management LLC: Schwab · Kg Capital Management, LLC: Schwab