Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Cmg Wealth Management $379.4M · Plano, TX+ All Terrain Financial Advisors $379.2M · Coon Rapids, MN+ Capstone Investment Group $342.7M · Olympia, WA+ Oliver Wealth Management $340.4M · Towson, MD
Baltimore, MD
Loveland, CO
West Chester, PA
Assets under management$360.9M$379.2M$342.6M
Asset growth, last 2 years+20%+52%+39%
Advisory staff445
Individual clients380298602
Assets per client$950K$1.3M$569K
Clients per advisor9575120
Main custodianSchwabFidelitySchwab
Filing with the SEC since201820202019
Tools in their stack142
People on Advicer.bio446

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 Planning GroupKeystone Financial ServicesBallast Financial Advisors, LLC
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)–Uses it–
Digital Marketing
Snappy Kraken––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 · Ballast Financial Advisors, LLC: Schwab