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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):+ Adamsbrown Wealth Consultants LLC $1.12B · Wichita, KS+ Bluestem Wealth Partners, LLC $1.12B · Minnetonka, MN+ Navigation Group LLC $1.01B · Redwood Shores, CA+ Peak Asset Management, LLC $1.01B · Louisville, CO
Waterloo
Omaha, NE
Downers Grove, IL
Assets under management$1.07B$1.12B$1.01B
Asset growth, last 2 years+19%−38%+51%
Advisory staff112613
Individual clients9711,677836
Assets per client$1.1M$668K$1.2M
Clients per advisor886564
Main custodianNational Bank Indepdendent Network Inc.SchwabLPL Financial
Filing with the SEC since202320192021
Tools in their stack1–4
People on Advicer.bio–2614

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 PartnersVertex Partners
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
MailchimpUses it––
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
OnceHub––Uses it

Custodians on Form ADV: The Raelipskie Partnership: National Bank Indepdendent Network Inc. · Wealthplan Partners: Schwab · Vertex Partners: LPL Financial, Schwab