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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):+ Kroon & Mitchell Asset Management LLC $220.9M · Grand Rapids, MI+ Equitycompass Investment Management, LLC $220.9M · Baltimore, MD+ Ia Network, LLC $199.5M · Charlotte, NC+ Capital Asset Management, Inc. $199.5M · Columbus, OH
Saint Louis, MO
Plano, TX
Assets under management$210.1M$220.7M$220.6M
Asset growth, last 2 years+25%+33%+33%
Advisory staff223
Individual clients3915461
Assets per client$5.4M$1.4M$3.6M
Clients per advisor207720
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack1–2
People on Advicer.bio222

From each firm's latest Form ADV (Jul 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.

ToolMacroclimate LLCMccartney Wealth Management LLCStrategic Financial Planning, Inc.
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Macroclimate LLC: Schwab · Mccartney Wealth Management LLC: Schwab · Strategic Financial Planning, Inc.: Schwab, Fidelity