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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 Wedgewood Investors Inc (swap one in):+ Dumaine Investments LLC $227M · New Orleans, LA+ Retirement Wealth Solutions LLC $227M · Marshfield, WI+ Chesapeake Investment Management LLC $205M · Mclean, VA+ Kohlhepp Investment Advisors, LTD. $204.6M · Doylestown, PA
Erie, PA
Clinton Township, MI
Bonita Springs, FL
Assets under management$215.8M$226.9M$226.9M
Asset growth, last 2 years+6%+22%–
Advisory staff2210
Individual clients276584225
Assets per client$782K$389K$1M
Clients per advisor13829223
Main custodian–Axos ClearingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack2–3
People on Advicer.bio–26

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

ToolWedgewood Investors IncPremier Estate Planners, LLCNaples Wealth Planning
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoney––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Wedgewood Investors Inc: none listed · Premier Estate Planners, LLC: Axos Clearing, Schwab · Naples Wealth Planning: Schwab