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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 Partners (swap one in):+ Crusonia Wealth Advisors LLC $1.18B · Denver, CO+ Deerfield $1.18B · Indianapolis, IN+ Schnieders Capital Management, LLC. $1.06B · Pasadena, CA+ Vestia Personal Wealth Advisors $1.06B · Fort Wayne, IN
Omaha, NE
Beaver, PA
Springfield, IL
Assets under management$1.12B$1.18B$1.18B
Asset growth, last 2 years−38%+24%+40%
Advisory staff2686
Individual clients1,677779573
Assets per client$668K$1.5M$2.1M
Clients per advisor659796
Main custodianSchwabSchwabSchwab
Filing with the SEC since20192012 or earlier2015
Tools in their stack–2–
People on Advicer.bio2686

From each firm's latest Form ADV (Oct 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.

ToolWealthplan PartnersDinuzzo Private Wealth, Inc.Evergreen Wealth
Client Data Gathering
Jotform–Uses it–
Digital Marketing
Snappy Kraken–Uses it–

Custodians on Form ADV: Wealthplan Partners: Schwab · Dinuzzo Private Wealth, Inc.: Schwab, Fidelity · Evergreen Wealth: Schwab, Matrix Trust