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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 Mckelvey Wealth Management, LLC (swap one in):+ Henington Group RIA LLC $62.4M+ Sanders Retirement Planning LLC $62.3M · Omaha, NE+ Luxon Brown $56.3M · Little Rock, AR+ Nexus Strategic Wealth $56.2M · Tualatin, OR
Tigard, OR
Portland, OR
Franklin, TN
Assets under management$59.3M$62.5M$62.3M
Asset growth, last 2 years––−38%
Advisory staff112
Individual clients824719
Assets per client$723K$1.3M$3.3M
Clients per advisor824710
Main custodian––Interactive Brokers
Filing with the SEC since202620262024
Tools in their stack–13
People on Advicer.bio112

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

ToolMckelvey Wealth Management, LLCRaaf Investment Advisors, LLCTruehaven Capital
Custodial Platform
Charles Schwab––Uses it
Interactive Brokers––Uses it
CRM
Envestnet Tamarac–Uses it–
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Mckelvey Wealth Management, LLC: none listed · Raaf Investment Advisors, LLC: none listed · Truehaven Capital: Interactive Brokers, Schwab