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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 Wagner Planning (swap one in):+ Terra Wealth $152M · High Point, NC+ Chrome Advisors $152M · San Francisco, CA+ Fredric E. Russell Investment Management Co. $137.5M · Tulsa, OK+ Michael D. Taxman Investment Management $137.5M · Hanover, NH
Lake Oswego, OR
Hillsboro, OR
Beaverton, OR
Assets under management$144.7M$152.2M$136.1M
Asset growth, last 2 years+52%−31%+2%
Advisory staff222
Individual clients203271124
Assets per client$713K$562K$1.1M
Clients per advisor10213662
Main custodianPershingSEILPL Financial
Filing with the SEC since202220212020
Tools in their stack1––
People on Advicer.bio122

From each firm's latest Form ADV (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.

ToolWagner PlanningWellspring Advisors, Inc.Capitol Family Office, Inc.
Custodial Platform
NetX360 (Pershing)Uses it––

Custodians on Form ADV: Wagner Planning: Pershing · Wellspring Advisors, Inc.: SEI, Capital Client Group, Inc. · Capitol Family Office, Inc.: LPL Financial, Schwab, Fidelity