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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+ Craft Wealth Services $120.8M · Tampa, FL+ The Wealth Boutique $120.8M · Chester, NJ
Springboro, OH
Rock Hill, SC
Oklahoma City, OK
Assets under management$127.2M$133.6M$120.8M
Asset growth, last 2 years−2%+307%+14%
Advisory staff134
Individual clients285166148
Assets per client$446K$805K$816K
Clients per advisor2855537
Main custodianSchwab–Raymond James
Filing with the SEC since20222012 or earlier2018
Tools in their stack1––
People on Advicer.bio133

From each firm's latest Form ADV (Oct 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.

ToolAxim Planning & WealthAnderson Griggs InvestmentsEpic Wealth Management, LLC
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Axim Planning & Wealth: Schwab · Anderson Griggs Investments: none listed · Epic Wealth Management, LLC: Raymond James