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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 Ripple Ridge Enterprises LLC (swap one in):+ Rhodo Wealth Management LLC $12.2M · Geneva, IL+ Capital Wealth Management $12M · Tewksbury, MA+ The World Changers Investments, LLC $10.9M · Miami, FL+ Porter Avenue Capital Management, LLC $10.8M · Alto Pass, IL
Countryside, IL
Northbrook, IL
Montreal, Quebec
Assets under management$11.5M$12.1M$12.1M
Asset growth, last 2 years––−92%
Advisory staff113
Individual clients38318
Assets per client$302K$392K$1.5M
Clients per advisor38313
Main custodian––National Bank Independent Network
Filing with the SEC since202620262019
Tools in their stack–1–
People on Advicer.bio11–

From each firm's latest Form ADV (Jan 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.

ToolRipple Ridge Enterprises LLCWatchtower Wealth, LLCPalos Management Inc.
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Ripple Ridge Enterprises LLC: none listed · Watchtower Wealth, LLC: none listed · Palos Management Inc.: National Bank Independent Network