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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):+ Van Der Noord Financial Advisors, Inc. $152M · Greer, SC+ Terra Wealth $152M · High Point, NC+ Fredric E. Russell Investment Management Co. $137.5M · Tulsa, OK+ Capitol Family Office, Inc. $136.1M · Beaverton, OR
Lake Oswego, OR
Hillsboro, OR
San Francisco, CA
Assets under management$144.7M$152.2M$152M
Asset growth, last 2 years+52%−31%+51%
Advisory staff222
Individual clients20327184
Assets per client$713K$562K$1.8M
Clients per advisor10213642
Main custodianPershingSEISchwab
Filing with the SEC since202220212020
Tools in their stack1–9
People on Advicer.bio122

From each firm's latest Form ADV (Mar 2026, May 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.Chrome Advisors
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)Uses it––
Client Data Gathering
Asset-Map––Uses it
Client Meeting Support
Jump––Uses it
Compliance
Claude for Financial Advisors––Uses it
CRM
Redtail––Uses it
Equity Compensation
Grantd––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it
Tax Planning
Holistiplan––Uses it

Custodians on Form ADV: Wagner Planning: Pershing · Wellspring Advisors, Inc.: SEI, Capital Client Group, Inc. · Chrome Advisors: Schwab