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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 Wealthplan Investment Management LLC (swap one in):+ Mckinley Carter Wealth Services, Inc. $2.31B · Wheeling, WV+ Willow Creek Wealth Management, Inc. $2.3B · Sebastopol, CA+ Eubel Brady & Suttman $2.07B · Miamisburg, OH+ Segment Wealth Management, LLC $2.07B · Houston, TX
Omaha, NE
Summit, NJ
Summit, NJ
Assets under management$2.19B$2.3B$2.3B
Asset growth, last 2 years+121%−1%+38%
Advisory staff146155
Individual clients2,0681,4125,018
Assets per client$1.1M$1.6M$458K
Clients per advisor14823532
Main custodianSchwabMorgan StanleySEI
Filing with the SEC since202020192012 or earlier
Tools in their stack–1–
People on Advicer.bio282309

From each firm's latest Form ADV (Aug 2026, Mar 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.

ToolWealthplan Investment Management LLCRsw InvestmentsTlg Advisors, Inc.
Website Builders
Wix–Uses it–

Custodians on Form ADV: Wealthplan Investment Management LLC: Schwab · Rsw Investments: Morgan Stanley, UBS, Merrill · Tlg Advisors, Inc.: SEI, Fidelity, Pershing, Schwab