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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 Sankota Capital LLC (swap one in):+ Onplane Financial Advisors $60.3M+ Mjb Financial Planning $60.2M · Lincoln, NE+ Lakeview Investment Advisors, LLC $54.5M+ Daybreak Wealth, LLC $54.3M · Hinsdale, IL
Chicago, IL
Jacksonville, IL
Olney, IL
Assets under management$57.4M$60.4M$54.4M
Asset growth, last 2 years–+65%–
Advisory staff224
Individual clients31259156
Assets per client$1.9M$233K$349K
Clients per advisor1613039
Main custodianSchwabLPL Financial–
Filing with the SEC since202420212026
Tools in their stack114
People on Advicer.bio224

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

ToolSankota Capital LLCInvestment Advisors Group, LLCRude Wealth Advisory
Custodial Platform
Betterment Advisor Solutions––Uses it
Charles Schwab––Uses it
Website Builders
Squarespace–Uses it–
WixUses it––
Advisor Lead Gen
Fee-Only Network––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Sankota Capital LLC: Schwab · Investment Advisors Group, LLC: LPL Financial · Rude Wealth Advisory: none listed