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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 The Nestegg Group, Inc. (swap one in):+ 4j Wealth Management, LLC $348.1M · Mclean, VA+ Michels Family Financial, LLC $347.9M · Fort Worth, TX+ Cts Financial Planning, Inc. $313.9M · Chicago, IL+ Wellment Financial $312.7M · Elmhurst, IL
Lincolnwood, IL
Berkeley Heights, NJ
Schaumburg, IL
Assets under management$331M$347.9M$312M
Asset growth, last 2 years+43%+78%+33%
Advisory staff388
Individual clients187437485
Assets per client$1.8M$796K$643K
Clients per advisor625561
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack1–1
People on Advicer.bio389

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

ToolThe Nestegg Group, Inc.Oakbourne AdvisorsMonere Wealth Management, Inc.
Custodial Platform
NetX360 (Pershing)––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: The Nestegg Group, Inc.: Schwab · Oakbourne Advisors: Schwab, SEI · Monere Wealth Management, Inc.: none listed