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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 Wisely Advised (swap one in):+ Thinking Big Financial $93M · Brooklyn, NY+ Cade Group, Inc. $93M · Carmel, IN+ Houstoun Capital Management, Inc. $84.1M · Bethesda, MD+ Stone Bridge Asset Management, LLC $84.1M · Chattanooga, TN
Dyer, IN
New York, NY
Louisville, KY
Assets under management$88.5M$93M$84.1M
Asset growth, last 2 years–+16%–
Advisory staff253
Individual clients26612642
Assets per client$333K$738K$2M
Clients per advisor1332514
Main custodian–Pershing–
Filing with the SEC since20262012 or earlier2026
Tools in their stack4––
People on Advicer.bio253

From each firm's latest Form ADV (Mar 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

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.

ToolWisely AdvisedOppenheimer + Close, LLCCanopus Wealth Management
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Planning Light
AdvyzonUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Wisely Advised: none listed · Oppenheimer + Close, LLC: Pershing · Canopus Wealth Management: none listed