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):+ Alpha Omega Wealth Management, LLC $1.02B · Richmond, VA+ Stanley-Laman Group LTD. $1.02B · Berwyn, PA+ Keller Wealth Advisors $923.1M · Victoria, TX+ Keudell Morrison Wealth Management, LLC $921.5M · Salem, OR
Denver, CO
Raleigh, NC
Lynchburg, VA
Assets under management$973M$1.02B$1.02B
Asset growth, last 2 years+148%+48%+39%
Advisory staff3645
Individual clients2,1271,221562
Assets per client$457K$838K$1.8M
Clients per advisor59305112
Main custodianSchwabPershingSchwab
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack3––
People on Advicer.bio4145

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 IncPettyjohn, Wood & White, Inc.
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoneyUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Maia Wealth: Schwab · Capital Investment Counsel Inc: Pershing · Pettyjohn, Wood & White, Inc.: Schwab