Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Wheelhouse Advisory Group, LLC (swap one in):+ Revere Asset $407.9M · Allen, TX+ Kom Wealth Management Group, LLC $407.8M · Appleton, WI+ Sage Capital Management LLC $368.6M+ Saxony Capital Management, LLC $367.9M · Saint Louis, MO
St. Louis, MO
Redondo Beach, CA
Chicago, IL
Assets under management$388.1M$407.8M$407.7M
Asset growth, last 2 years+115%+29%–
Advisory staff823
Individual clients54815545
Assets per client$708K$2.6M$9.1M
Clients per advisor697815
Main custodianSchwabSchwab–
Filing with the SEC since202220132024
Tools in their stack25–
People on Advicer.bio1223

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

ToolWheelhouse Advisory Group, LLCNavigoe, LLCKai Wealth LLC
Schedule Apps
Acuity Scheduling–Uses it–
CalendlyUses it––
Client File Sharing
Box–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
OrionUses itUses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Wheelhouse Advisory Group, LLC: Schwab · Navigoe, LLC: Schwab · Kai Wealth LLC: none listed