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):+ 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
Hudson, OH
Assets under management$388.1M$407.8M$368.6M
Asset growth, last 2 years+115%+29%+18%
Advisory staff826
Individual clients548155314
Assets per client$708K$2.6M$1.2M
Clients per advisor697852
Main custodianSchwabSchwabFidelity
Filing with the SEC since202220132012 or earlier
Tools in their stack253
People on Advicer.bio1226

From each firm's latest Form ADV (Mar 2026, Aug 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, LLCRuggaard & Associates
Schedule Apps
CalendlyUses it–Uses it
Acuity Scheduling–Uses it–
Client File Sharing
Box–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Planning Light
Advyzon––Uses it
Portfolio Management
OrionUses itUses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Wheelhouse Advisory Group, LLC: Schwab · Navigoe, LLC: Schwab · Ruggaard & Associates: Fidelity, Schwab