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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+ Middleton & Company $131.3M · Vancouver, WA+ Conscious Capital Wealth Management, LLC $131.3M · Tampa, FL
Lebanon, NH
Honolulu, HI
Wayzata, MN
Assets under management$138.4M$145.6M$145.6M
Asset growth, last 2 years+237%–+0%
Advisory staff322
Individual clients1214058
Assets per client$1.1M$3.6M$2.5M
Clients per advisor402029
Main custodian–SchwabU.S. Bank
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack5–3
People on Advicer.bio323

From each firm's latest Form ADV (Mar 2026, Feb 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 LLCSomerset Group LLC
CRM
Envestnet Tamarac––Uses it
HubSpotUses it––
Custodial Platform
Charles SchwabUses it––
SEIUses it––
Financial Planning
eMoney––Uses it
Investment Data/Analytics
MorningstarUses it––
Schedule Apps
CalendlyUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: The Wealth Conservatory: none listed · Humble Capital Management LLC: Schwab, E*Trade Securities LLC · Somerset Group LLC: U.S. Bank, Schwab, Wilmington Trust, NA