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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 Applied Financial Wisdom (swap one in):+ Central Wealth Management LLC $136.8M · Madison, WI+ Lewis Capital Management $136.8M+ Cosey Financial Services, Inc. $123.7M · Knoxville, TN+ Peace of Mind Financial Planning, Inc $123.6M · Colorado Springs, CO
Rapid City, SD
Cheshire, CT
Assets under management$130.3M$136.8M$136.8M
Asset growth, last 2 years+367%+40%+25%
Advisory staff122
Individual clients1515197
Assets per client$863K$2.7M$1.4M
Clients per advisor1512649
Main custodian–FidelitySchwab
Filing with the SEC since2012 or earlier20152021
Tools in their stack–21
People on Advicer.bio122

From each firm's latest Form ADV (Mar 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.

ToolApplied Financial WisdomChampion Advisors LLCSpringboard Asset Management LLC
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Applied Financial Wisdom: none listed · Champion Advisors LLC: Fidelity · Springboard Asset Management LLC: Schwab