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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 Wilon Wealth Management (swap one in):+ Paladin Wealth Partners $279.8M · Clive, IA+ Beacon Capital, LLC $278.3M · Cedar Rapids, IA+ Blodgett Wealth Advisors, LLC $250.9M+ Styre Wealth $250.8M · Fort Worth, TX
Urbandale, IA
Coralville, IA
Assets under management$264.1M$278.5M$277.4M
Asset growth, last 2 years+44%+56%–
Advisory staff527
Individual clients350272413
Assets per client$755K$1M$672K
Clients per advisor7013659
Main custodianSEITIAASchwab
Filing with the SEC since202120172024
Tools in their stack421
People on Advicer.bio528

From each firm's latest Form ADV (May 2026, Mar 2026, Jun 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, LLCKilter Group
Client File Sharing
ShareFileUses it––
Custodial Platform
SEIUses it––
Email & Office Suites
Microsoft 365Uses it––
Financial Planning
eMoneyUses it–Uses 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 · Kilter Group: Schwab