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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 White River Investments (swap one in):+ Watchtower Wealth Management, Inc. $24.8M · Elizabethtown, PA+ Macro Trend, LLC $24.7M+ Full Life Financial Planning $22.4M+ Jeff Elliott, CFP® $22.4M
Assets under management$23.6M$24.7M$24.8M
Asset growth, last 2 years––+1,060%
Advisory staff213
Individual clients402876
Assets per client$589K$883K$326K
Clients per advisor202825
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack––1
People on Advicer.bio214

From each firm's latest Form ADV (Mar 2026, Jan 2026, May 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

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.

ToolWhite River InvestmentsThe Klausman GroupKala Capital
Website Builders
Wix––Uses it

Custodians on Form ADV: White River Investments: none listed · The Klausman Group: none listed · Kala Capital: Schwab