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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 Apollon Financial, LLC (swap one in):+ Triune Financial Partners, LLC $1.52B · Overland Park, KS+ Townsend $1.52B · Westminster, CO+ Lji Wealth Management, LLC $1.37B · Indianapolis, IN+ The Planning Center, Inc. $1.37B · Moline, IL
Mount Pleasant, SC
Columbia, SC
Woodland Hills, CA
Assets under management$1.45B$1.55B$1.52B
Asset growth, last 2 years+200%+74%+40%
Advisory staff18818
Individual clients1,2568734,198
Assets per client$1.2M$1.8M$362K
Clients per advisor70109233
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio20817

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

ToolApollon Financial, LLCCcm Investment Advisers, LLCTamar Securities, LLC
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Apollon Financial, LLC: LPL Financial, Schwab · Ccm Investment Advisers, LLC: Schwab, Pershing, Wells Fargo · Tamar Securities, LLC: Schwab