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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):+ Argenta Wealth Management $93M · North Little Rock, AR+ 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
Brooklyn, NY
Assets under management$88.5M$93M$93M
Asset growth, last 2 years–+16%+55%
Advisory staff252
Individual clients26612693
Assets per client$333K$738K$1M
Clients per advisor1332547
Main custodian–PershingPershing
Filing with the SEC since20262012 or earlier2022
Tools in their stack4–4
People on Advicer.bio252

From each firm's latest Form ADV (Mar 2026, Feb 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, LLCThinking Big Financial
Custodial Platform
Altruist––Uses it
Charles SchwabUses it––
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)Uses it––
Advisory Fee Billing
AdvicePay––Uses it
Planning Light
AdvyzonUses it––
Schedule Apps
OnceHub––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Wisely Advised: none listed · Oppenheimer + Close, LLC: Pershing · Thinking Big Financial: Pershing