Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Mcallister Capital Management $306.2M · Jackson, MS+ Hancock Whitney Investment Services Inc. $306.1M · New Orleans, LA+ 4wealth Advisors, Inc. $275.3M · Burr Ridge, IL+ Chicago Investment Advisory Group $275.1M · Mokena, IL
Northfield, IL
Medford, OR
Quincy, IL
Assets under management$291.5M$306.1M$275.3M
Asset growth, last 2 years+47%+40%+36%
Advisory staff414
Individual clients252246355
Assets per client$1.2M$1.2M$775K
Clients per advisor6324689
Main custodianSchwabSchwabSchwab
Filing with the SEC since201820202022
Tools in their stack–21
People on Advicer.bio414

From each firm's latest Form ADV (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.

ToolThe Planning GroupFidelis ImO'connor Financial Group LLC
Custodial Platform
Charles Schwab–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: The Planning Group: Schwab · Fidelis Im: Schwab · O'connor Financial Group LLC: Schwab