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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 Management Institute LTD. (swap one in):+ The Ivy League Advisory Group, LLC $35.1M · San Tan Valley, AZ+ Pharmd Financial Planning LLC $35.1M · Owatonna, MN+ John M. Leonard, LLC $31.7M · Douglas, MI+ Wealth Management Group $31.7M
Columbus, OH
Columbus, OH
Assets under management$33.4M$35.1M$35.1M
Asset growth, last 2 years––+92%
Advisory staff211
Individual clients947051
Assets per client$355K$501K$689K
Clients per advisor477051
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack3–1
People on Advicer.bio112

From each firm's latest Form ADV (Jan 2026, Feb 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

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 Management Institute LTD.Trendcalc DynamicsSky Vision Wealth, LLC
Custodial Platform
NetX360 (Pershing)Uses it––
Financial Planning
eMoneyUses it––
Planning Light
Advyzon––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Wealth Management Institute LTD.: none listed · Trendcalc Dynamics: none listed · Sky Vision Wealth, LLC: Schwab