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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 Planning Group (swap one in):+ Blue Sky Capital Consultants Group, Inc. $306.3M · Poway, CA+ Mcallister Capital Management $306.2M · Jackson, MS+ 4wealth Advisors, Inc. $275.3M · Burr Ridge, IL+ O'connor Financial Group LLC $275.3M · Quincy, IL
Northfield, IL
Medford, OR
New Orleans, LA
Assets under management$291.5M$306.1M$306.1M
Asset growth, last 2 years+47%+40%+30%
Advisory staff4149
Individual clients252246865
Assets per client$1.2M$1.2M$354K
Clients per advisor6324618
Main custodianSchwabSchwab–
Filing with the SEC since201820202012 or earlier
Tools in their stack–2–
People on Advicer.bio418

From each firm's latest Form ADV (Mar 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 Planning GroupFidelis ImHancock Whitney Investment Services Inc.
Custodial Platform
Charles Schwab–Uses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: The Planning Group: Schwab · Fidelis Im: Schwab · Hancock Whitney Investment Services Inc.: none listed