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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+ Roi Financial $264.2M · Beaverton, OR+ Wilon Wealth Management $264.1M · Urbandale, IA
Coralville, IA
Boulder, CO
Canonsburg, PA
Assets under management$278.5M$292.9M$264.5M
Asset growth, last 2 years+56%+34%+21%
Advisory staff243
Individual clients272203138
Assets per client$1M$1.4M$1.9M
Clients per advisor1365146
Main custodianTIAASchwabSchwab
Filing with the SEC since201720202024
Tools in their stack232
People on Advicer.bio253

From each firm's latest Form ADV (Mar 2026, Jul 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 LLCWyze Wealth Advisors, LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
OrionUses itUses it–
Schedule Apps
CalendlyUses it–Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Wealth Advisors Group, LLC: TIAA, Schwab · Kilterhowling LLC: Schwab, Fidelity · Wyze Wealth Advisors, LLC: Schwab