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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):+ Cmg Wealth Management $379.4M · Plano, TX+ All Terrain Financial Advisors $379.2M · Coon Rapids, MN+ Ballast Financial Advisors, LLC $342.6M · West Chester, PA+ Oliver Wealth Management $340.4M · Towson, MD
Baltimore, MD
Loveland, CO
Olympia, WA
Assets under management$360.9M$379.2M$342.7M
Asset growth, last 2 years+20%+52%+146%
Advisory staff448
Individual clients380298808
Assets per client$950K$1.3M$424K
Clients per advisor9575101
Main custodianSchwabFidelitySchwab
Filing with the SEC since201820202021
Tools in their stack143
People on Advicer.bio447

From each firm's latest Form ADV (Mar 2026, May 2026, Sep 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 ServicesCapstone Investment Group
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Wealth Planning Group: Schwab, SEI · Keystone Financial Services: Fidelity, Schwab · Capstone Investment Group: Schwab