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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 Wealth Conservatory (swap one in):+ Chapman & Chapman Advisors LLC $145.6M · Chagrin Falls, OH+ Spyrnal Financial Group $145.5M · Bokeelia, FL+ Conscious Capital Wealth Management, LLC $131.3M · Tampa, FL+ Layline Advisors $131.3M · Rochester, NY
Lebanon, NH
Honolulu, HI
Vancouver, WA
Assets under management$138.4M$145.6M$131.3M
Asset growth, last 2 years+237%––
Advisory staff322
Individual clients12140115
Assets per client$1.1M$3.6M$1.1M
Clients per advisor402058
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20242024
Tools in their stack5–5
People on Advicer.bio322

From each firm's latest Form ADV (Mar 2026, Feb 2026, Apr 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 Wealth ConservatoryHumble Capital Management LLCMiddleton & Company
Custodial Platform
Charles SchwabUses it–Uses it
SEIUses it––
Client File Sharing
Box––Uses it
CRM
HubSpotUses it––
Financial Planning
RightCapital (Right Capital)––Uses it
Investment Data/Analytics
MorningstarUses it––
Planning Light
Advyzon––Uses it
Schedule Apps
CalendlyUses it–Uses it

Custodians on Form ADV: The Wealth Conservatory: none listed · Humble Capital Management LLC: Schwab, E*Trade Securities LLC · Middleton & Company: Schwab