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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+ Kenney Investments Inc $328.5M · Northfield, IL+ Tandemgrowth Financial Advisors, LLC $297M · Alpharetta, GA+ Calder Financial Group $297M · Ada, MI
Elmhurst, IL
Chicago, IL
Highland, IL
Assets under management$312.7M$329.2M$329.5M
Asset growth, last 2 years+103%+22%+60%
Advisory staff1144
Individual clients405122575
Assets per client$772K$2.7M$573K
Clients per advisor3731144
Main custodianFidelityFidelitySchwab
Filing with the SEC since20212012 or earlier2021
Tools in their stack–2–
People on Advicer.bio1134

From each firm's latest Form ADV (May 2026, Oct 2026, Jun 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 LLCPowers Advisory Group, LLC
Financial Planning
eMoney–Uses it–
Video Meetings & Messaging
Zoom–Uses it–

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