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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):+ Beacon Capital, LLC $278.3M · Cedar Rapids, IA+ Kilter Group $277.4M+ Blodgett Wealth Advisors, LLC $250.9M+ Styre Wealth $250.8M · Fort Worth, TX
Urbandale, IA
Coralville, IA
Clive, IA
Assets under management$264.1M$278.5M$279.8M
Asset growth, last 2 years+44%+56%+61%
Advisory staff523
Individual clients350272102
Assets per client$755K$1M$2.7M
Clients per advisor7013634
Main custodianSEITIAASchwab
Filing with the SEC since202120172018
Tools in their stack42–
People on Advicer.bio523

From each firm's latest Form ADV (May 2026, Mar 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, LLCPaladin Wealth Partners
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 · Paladin Wealth Partners: Schwab