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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+ Capstone Investment Group $342.7M · Olympia, WA+ Oliver Wealth Management $340.4M · Towson, MD
Baltimore, MD
Loveland, CO
Ann Arbor, MI
Assets under management$360.9M$379.2M$379.6M
Asset growth, last 2 years+20%+52%+52%
Advisory staff444
Individual clients380298264
Assets per client$950K$1.3M$1.4M
Clients per advisor957566
Main custodianSchwabFidelityFidelity
Filing with the SEC since201820202020
Tools in their stack1410
People on Advicer.bio445

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 ServicesDarden Wealth Group
Custodial Platform
Charles Schwab–Uses it–
SEI––Uses it
Vanguard––Uses it
Wealthscape (Fidelity)–Uses it–
CRM
HubSpot––Uses it
SS&C Black Diamond––Uses it
Financial Planning
eMoney–Uses it–
Envestnet MoneyGuide––Uses it
Advisory Fee Billing
AdvicePay––Uses it
Communications Archiving/Monitoring
Global Relay––Uses it
Held-Away Assets
Pontera––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
Calendly–Uses itUses it
Tax Planning
ProConnect––Uses it

Custodians on Form ADV: Wealth Planning Group: Schwab, SEI · Keystone Financial Services: Fidelity, Schwab · Darden Wealth Group: Fidelity, TIAA-Cref Individual & Institutional Services, LLC