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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 Wealth Advisors Group, LLC (swap one in):+ Greenwich Advisors, LLC $293.2M · Greenwich, CT+ Blueprint Partners LLC $292.9M · Traverse City, MI+ Wyze Wealth Advisors, LLC $264.5M · Canonsburg, PA+ Wilon Wealth Management $264.1M · Urbandale, IA
Coralville, IA
Boulder, CO
Traverse City, MI
Assets under management$278.5M$292.9M$292.6M
Asset growth, last 2 years+56%+34%+54%
Advisory staff244
Individual clients272203436
Assets per client$1M$1.4M$671K
Clients per advisor13651109
Main custodianTIAASchwabFidelity
Filing with the SEC since201720202019
Tools in their stack23–
People on Advicer.bio254

From each firm's latest Form ADV (Mar 2026, Jun 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.

ToolWealth Advisors Group, LLCKilterhowling LLCHemming& Wealth Management, Inc.
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
OrionUses itUses it–
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Wealth Advisors Group, LLC: TIAA, Schwab · Kilterhowling LLC: Schwab, Fidelity · Hemming& Wealth Management, Inc.: Fidelity