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 Wilon Wealth Management (swap one in):+ Paladin Wealth Partners $279.8M · Clive, IA+ Kilter Group $277.4M+ Blodgett Wealth Advisors, LLC $250.9M+ Styre Wealth $250.8M · Fort Worth, TX
Urbandale, IA
Coralville, IA
Cedar Rapids, IA
Assets under management$264.1M$278.5M$278.3M
Asset growth, last 2 years+44%+56%+76%
Advisory staff525
Individual clients350272617
Assets per client$755K$1M$451K
Clients per advisor70136123
Main custodianSEITIAASchwab
Filing with the SEC since202120172021
Tools in their stack42–
People on Advicer.bio525

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

ToolWilon Wealth ManagementWealth Advisors Group, LLCBeacon Capital, LLC
Client File Sharing
ShareFileUses it––
Custodial Platform
SEIUses it––
Email & Office Suites
Microsoft 365Uses it––
Financial Planning
eMoneyUses it––
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Wilon Wealth Management: SEI · Wealth Advisors Group, LLC: TIAA, Schwab · Beacon Capital, LLC: Schwab