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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 Raelipskie Partnership (swap one in):+ Overbrook Management Corporation $1.12B · New York, NY+ Adamsbrown Wealth Consultants LLC $1.12B · Wichita, KS+ Navigation Group LLC $1.01B · Redwood Shores, CA+ Vertex Partners $1.01B · Downers Grove, IL
Waterloo
Omaha, NE
Minnetonka, MN
Assets under management$1.07B$1.12B$1.12B
Asset growth, last 2 years+19%−38%+38%
Advisory staff112618
Individual clients9711,6771,679
Assets per client$1.1M$668K$667K
Clients per advisor886593
Main custodianNational Bank Indepdendent Network Inc.SchwabSchwab
Filing with the SEC since202320192022
Tools in their stack1–2
People on Advicer.bio–2617

From each firm's latest Form ADV (Sep 2026, Oct 2026, 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 Raelipskie PartnershipWealthplan PartnersBluestem Wealth Partners, LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
MailchimpUses it––

Custodians on Form ADV: The Raelipskie Partnership: National Bank Indepdendent Network Inc. · Wealthplan Partners: Schwab · Bluestem Wealth Partners, LLC: Schwab