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 Apex Wealth Management, LLC (swap one in):+ Stride Investments, LLC $200.9M · Chicago, IL+ Farrell Financial $200.6M · Orchard Park, NY+ Spahn Wealth & Retirement LLC $181.4M · Scottsdale, AZ+ Balanced Financial Planning, Inc. $181.3M · Overland Park, KS
Bedford, NH
Omaha, NE
Rolling Meadows, IL
Assets under management$191.1M$200.8M$181.5M
Asset growth, last 2 years+39%+7%+58%
Advisory staff242
Individual clients114443230
Assets per client$1.7M$453K$789K
Clients per advisor57111115
Main custodianSchwabSchwabFidelity
Filing with the SEC since202120212023
Tools in their stack22–
People on Advicer.bio243

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

ToolApex Wealth Management, LLCBlue CapitalLakeshore Capital Group, Inc.
Custodial Platform
Charles SchwabUses it––
Planning Light
Advyzon–Uses it–
Portfolio Management
OrionUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Apex Wealth Management, LLC: Schwab, Fidelity · Blue Capital: Schwab · Lakeshore Capital Group, Inc.: Fidelity