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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+ Kreitler Financial LLC $584.9M · New Haven, CT+ Alexander Investment Services Co. $576.8M · Louisville, KY
Louisville, KY
Deer Park, IL
Assets under management$617.7M$649.3M$585.6M
Asset growth, last 2 years+70%+65%+81%
Advisory staff974
Individual clients227576357
Assets per client$2.7M$1.1M$1.6M
Clients per advisor258289
Main custodianRaymond JamesSchwabSchwab
Filing with the SEC since20162012 or earlier2017
Tools in their stack––2
People on Advicer.bio995

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

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 LLCO'keefe Stevens Advisory, Inc.
Schedule Apps
Calendly––Uses it
OnceHub––Uses it

Custodians on Form ADV: Saling Wealth Advisors: Raymond James · Essex LLC: Schwab · O'keefe Stevens Advisory, Inc.: Schwab