Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Maia Wealth (swap one in):+ Stanley-Laman Group LTD. $1.02B · Berwyn, PA+ Pettyjohn, Wood & White, Inc. $1.02B · Lynchburg, VA+ Keudell Morrison Wealth Management, LLC $921.5M · Salem, OR+ Princeton Global Asset Management LLC $921.3M · Princeton, NJ
Denver, CO
Raleigh, NC
Victoria, TX
Assets under management$973M$1.02B$923.1M
Asset growth, last 2 years+148%+48%+31%
Advisory staff3648
Individual clients2,1271,221543
Assets per client$457K$838K$1.7M
Clients per advisor5930568
Main custodianSchwabPershingWells Fargo
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack3–2
People on Advicer.bio4147

From each firm's latest Form ADV (May 2026, Apr 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.

ToolMaia WealthCapital Investment Counsel IncKeller Wealth Advisors
Custodial Platform
TradePMR––Uses it
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Maia Wealth: Schwab · Capital Investment Counsel Inc: Pershing · Keller Wealth Advisors: Wells Fargo