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+ Ruggaard & Associates $368.6M · Hudson, OH
St. Louis, MO
Redondo Beach, CA
Saint Louis, MO
Assets under management$388.1M$407.8M$367.9M
Asset growth, last 2 years+115%+29%+54%
Advisory staff820
Individual clients548155756
Assets per client$708K$2.6M$487K
Clients per advisor6978–
Main custodianSchwabSchwab–
Filing with the SEC since202220132012 or earlier
Tools in their stack252
People on Advicer.bio12243

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

1 tool 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, LLCSaxony Capital Management, LLC
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)––Uses it
Schedule Apps
Acuity Scheduling–Uses it–
CalendlyUses it––
Client File Sharing
Box–Uses it–
Portfolio Management
OrionUses itUses itUses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Wheelhouse Advisory Group, LLC: Schwab · Navigoe, LLC: Schwab · Saxony Capital Management, LLC: none listed