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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 Taiko Private Wealth (swap one in):+ Compound Family Offices, LLC $540.8M · Sarasota, FL+ Gray Private Wealth, LLC $540.7M · Canton, MA+ Vantage Point Financial, LLC $484.6M · Lisle, IL+ Altman Advisors $483.4M · Chicago, IL
Chicago, IL
Chicago, IL
Lafayette, IN
Assets under management$514.8M$543.2M$541.5M
Asset growth, last 2 years–+59%+44%
Advisory staff328
Individual clients5596877
Assets per client$9.4M$5.7M$617K
Clients per advisor1848110
Main custodianSchwabSchwabSchwab
Filing with the SEC since20242012 or earlier2019
Tools in their stack–14
People on Advicer.bio2211

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

ToolTaiko Private WealthFountainhead Financial, LLCGettings Busch Wealth Management
Website Builders
Squarespace––Uses it
Wix–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Acuity Scheduling––Uses it

Custodians on Form ADV: Taiko Private Wealth: Schwab · Fountainhead Financial, LLC: Schwab · Gettings Busch Wealth Management: Schwab