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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 Planning Group (swap one in):+ Darden Wealth Group $379.6M · Ann Arbor, MI+ Cmg Wealth Management $379.4M · Plano, TX+ Capstone Investment Group $342.7M · Olympia, WA+ Oliver Wealth Management $340.4M · Towson, MD
Baltimore, MD
Loveland, CO
Coon Rapids, MN
Assets under management$360.9M$379.2M$379.2M
Asset growth, last 2 years+20%+52%+31%
Advisory staff444
Individual clients380298190
Assets per client$950K$1.3M$2M
Clients per advisor957548
Main custodianSchwabFidelitySchwab
Filing with the SEC since201820202017
Tools in their stack14–
People on Advicer.bio443

From each firm's latest Form ADV (Mar 2026, May 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 Planning GroupKeystone Financial ServicesAll Terrain Financial Advisors
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
OrionUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Wealth Planning Group: Schwab, SEI · Keystone Financial Services: Fidelity, Schwab · All Terrain Financial Advisors: Schwab