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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):+ The Nestegg Group, Inc. $331M · Lincolnwood, IL+ Powers Advisory Group, LLC $329.5M · Highland, IL+ Tandemgrowth Financial Advisors, LLC $297M · Alpharetta, GA+ Calder Financial Group $297M · Ada, MI
Elmhurst, IL
Chicago, IL
Northfield, IL
Assets under management$312.7M$329.2M$328.5M
Asset growth, last 2 years+103%+22%+16%
Advisory staff1142
Individual clients40512233
Assets per client$772K$2.7M$10M
Clients per advisor373117
Main custodianFidelityFidelitySchwab
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack–2–
People on Advicer.bio1132

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 LLCKenney Investments Inc
Financial Planning
eMoney–Uses it–
Video Meetings & Messaging
Zoom–Uses it–

Custodians on Form ADV: Wellment Financial: Fidelity · Benchmark Investment Advisors LLC: Fidelity, Pershing · Kenney Investments Inc: Schwab, Merrill