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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+ Capitol Family Office, Inc. $136.1M · Beaverton, OR
Lake Oswego, OR
Hillsboro, OR
Hanover, NH
Assets under management$144.7M$152.2M$137.5M
Asset growth, last 2 years+52%−31%–
Advisory staff221
Individual clients20327127
Assets per client$713K$562K$5.1M
Clients per advisor10213627
Main custodianPershingSEISchwab
Filing with the SEC since202220212024
Tools in their stack1–1
People on Advicer.bio121

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.

ToolWagner PlanningWellspring Advisors, Inc.Michael D. Taxman Investment Management
Custodial Platform
Altruist––Uses it
NetX360 (Pershing)Uses it––

Custodians on Form ADV: Wagner Planning: Pershing · Wellspring Advisors, Inc.: SEI, Capital Client Group, Inc. · Michael D. Taxman Investment Management: Schwab