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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 Wellment Financial (swap one in):+ Powers Advisory Group, LLC $329.5M · Highland, IL+ Kenney Investments Inc $328.5M · Northfield, IL+ Tandemgrowth Financial Advisors, LLC $297M · Alpharetta, GA+ Caissa Wealth Strategies $297M · Bloomington, MN
Elmhurst, IL
Chicago, IL
Ada, MI
Assets under management$312.7M$329.2M$297M
Asset growth, last 2 years+103%+22%+14%
Advisory staff1144
Individual clients405122511
Assets per client$772K$2.7M$581K
Clients per advisor3731128
Main custodianFidelityFidelityFidelity
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack–21
People on Advicer.bio1134

From each firm's latest Form ADV (May 2026, Oct 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.

ToolWellment FinancialBenchmark Investment Advisors LLCCalder Financial Group
Financial Planning
eMoney–Uses it–
Video Meetings & Messaging
Zoom–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Wellment Financial: Fidelity · Benchmark Investment Advisors LLC: Fidelity, Pershing · Calder Financial Group: Fidelity