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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):+ Blueprint Partners LLC $292.9M · Traverse City, MI+ Hemming& Wealth Management, Inc. $292.6M · Traverse City, MI+ Wyze Wealth Advisors, LLC $264.5M · Canonsburg, PA+ Roi Financial $264.2M · Beaverton, OR
Coralville, IA
Boulder, CO
Urbandale, IA
Assets under management$278.5M$292.9M$264.1M
Asset growth, last 2 years+56%+34%+44%
Advisory staff245
Individual clients272203350
Assets per client$1M$1.4M$755K
Clients per advisor1365170
Main custodianTIAASchwabSEI
Filing with the SEC since201720202021
Tools in their stack234
People on Advicer.bio255

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.

ToolWealth Advisors Group, LLCKilterhowling LLCWilon Wealth Management
Custodial Platform
Charles Schwab–Uses it–
SEI––Uses it
Client File Sharing
ShareFile––Uses it
Email & Office Suites
Microsoft 365––Uses it
Financial Planning
eMoney––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 · Wilon Wealth Management: SEI