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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 Axim Planning & Wealth (swap one in):+ Dbd Retirement and Financial Services $133.7M+ Lasalle Investment Advisors, Inc. $133.6M · Pewaukee, WI+ Epic Wealth Management, LLC $120.8M · Oklahoma City, OK+ The Wealth Boutique $120.8M · Chester, NJ
Springboro, OH
Rock Hill, SC
Tampa, FL
Assets under management$127.2M$133.6M$120.8M
Asset growth, last 2 years−2%+307%+45%
Advisory staff138
Individual clients285166222
Assets per client$446K$805K$544K
Clients per advisor2855528
Main custodianSchwab–Fidelity
Filing with the SEC since20222012 or earlier2024
Tools in their stack1–4
People on Advicer.bio139

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

ToolAxim Planning & WealthAnderson Griggs InvestmentsCraft Wealth Services
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
CalendlyUses it–Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Axim Planning & Wealth: Schwab · Anderson Griggs Investments: none listed · Craft Wealth Services: Fidelity