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 Wittenberg Investment Management Inc (swap one in):+ Qp Wealth Management, LLC $405M · Boca Raton, FL+ Core Wealth Management, Inc. $404.7M · Jupiter, FL+ North Capital $365.8M · Salt Lake City, UT+ Chicago Wealth Management, Inc. $365.7M · Chicago, IL
Chicago, IL
Red Wing, MN
Assets under management$385.2M$404.7M$404.5M
Asset growth, last 2 years+21%–+27%
Advisory staff185
Individual clients49223392
Assets per client$7.9M$1.8M$1M
Clients per advisor492878
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack––3
People on Advicer.bio–77

From each firm's latest Form ADV (Mar 2026, Sep 2026, Oct 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.

ToolWittenberg Investment Management IncArena Private WealthExcel Financial, LLC
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Wittenberg Investment Management Inc: Schwab · Arena Private Wealth: none listed · Excel Financial, LLC: Schwab, Fidelity, Matrix Trust