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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+ Mcguire Wealth Management $1.06B · Wakefield, RI
Omaha, NE
Beaver, PA
Fort Wayne, IN
Assets under management$1.12B$1.18B$1.06B
Asset growth, last 2 years−38%+24%+59%
Advisory staff26817
Individual clients1,6777793,970
Assets per client$668K$1.5M$267K
Clients per advisor6597234
Main custodianSchwabSchwabFidelity
Filing with the SEC since20192012 or earlier2017
Tools in their stack–22
People on Advicer.bio26822

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.Vestia Personal Wealth Advisors
Digital Marketing
Amplify Reviews––Uses it
Snappy Kraken–Uses it–
Client Data Gathering
Jotform–Uses it–
CRM
SS&C Black Diamond––Uses it

Custodians on Form ADV: Wealthplan Partners: Schwab · Dinuzzo Private Wealth, Inc.: Schwab, Fidelity · Vestia Personal Wealth Advisors: Fidelity, Schwab