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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 Wheelhouse Advisory Group, LLC (swap one in):+ Kom Wealth Management Group, LLC $407.8M · Appleton, WI+ Kai Wealth LLC $407.7M · Chicago, IL+ Sage Capital Management LLC $368.6M+ Saxony Capital Management, LLC $367.9M · Saint Louis, MO
St. Louis, MO
Redondo Beach, CA
Allen, TX
Assets under management$388.1M$407.8M$407.9M
Asset growth, last 2 years+115%+29%+161%
Advisory staff825
Individual clients548155500
Assets per client$708K$2.6M$816K
Clients per advisor6978100
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220132022
Tools in their stack251
People on Advicer.bio1225

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, LLCRevere Asset
Schedule Apps
Acuity Scheduling–Uses it–
CalendlyUses it––
Client File Sharing
Box–Uses it–
CRM
HubSpot––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 · Revere Asset: Schwab