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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 Wittenberg Investment Management Inc (swap one in):+ Core Wealth Management, Inc. $404.7M · Jupiter, FL+ Excel Financial, LLC $404.5M · Red Wing, MN+ Chicago Wealth Management, Inc. $365.7M · Chicago, IL+ Inflection Capital Management, LLC $365.6M · San Francisco, CA
Chicago, IL
Salt Lake City, UT
Assets under management$385.2M$404.7M$365.8M
Asset growth, last 2 years+21%–+40%
Advisory staff186
Individual clients49223170
Assets per client$7.9M$1.8M$2.2M
Clients per advisor492828
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack––1
People on Advicer.bio–710

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

ToolWittenberg Investment Management IncArena Private WealthNorth Capital
CRM
HubSpot––Uses it

Custodians on Form ADV: Wittenberg Investment Management Inc: Schwab · Arena Private Wealth: none listed · North Capital: Schwab