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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 Saling Wealth Advisors (swap one in):+ Monex Asset Management, Inc. $650.9M · Houston, TX+ Dale K. Ehrhart, Inc. $648.8M · Venice, FL+ O'keefe Stevens Advisory, Inc. $585.6M+ Kreitler Financial LLC $584.9M · New Haven, CT
Louisville, KY
Deer Park, IL
Wausau, WI
Assets under management$617.7M$649.3M$649.3M
Asset growth, last 2 years+70%+65%+50%
Advisory staff9715
Individual clients227576710
Assets per client$2.7M$1.1M$915K
Clients per advisor258247
Main custodianRaymond JamesSchwabFidelity
Filing with the SEC since20162012 or earlier2012 or earlier
Tools in their stack––3
People on Advicer.bio9917

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

ToolSaling Wealth AdvisorsEssex LLCMidwest Professional Planners, LTD.
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Saling Wealth Advisors: Raymond James · Essex LLC: Schwab · Midwest Professional Planners, LTD.: Fidelity, Jackson National Life Distributors LLC