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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):+ Midwest Professional Planners, LTD. $649.3M · Wausau, WI+ 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
Houston, TX
Assets under management$617.7M$649.3M$650.9M
Asset growth, last 2 years+70%+65%+224%
Advisory staff9717
Individual clients227576506
Assets per client$2.7M$1.1M$1.3M
Clients per advisor258230
Main custodianRaymond JamesSchwabPershing
Filing with the SEC since20162012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio9917

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Saling Wealth Advisors: Raymond James · Essex LLC: Schwab · Monex Asset Management, Inc.: Pershing