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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+ Epic Wealth Management, LLC $120.8M · Oklahoma City, OK
Springboro, OH
Rock Hill, SC
Greenwood Village, CO
Assets under management$127.2M$133.6M$133.7M
Asset growth, last 2 years−2%+307%+43%
Advisory staff132
Individual clients285166200
Assets per client$446K$805K$669K
Clients per advisor28555100
Main custodianSchwab–Fidelity
Filing with the SEC since20222012 or earlier2023
Tools in their stack1–3
People on Advicer.bio132

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

ToolAxim Planning & WealthAnderson Griggs InvestmentsPanorama Wealth Advisors
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
CalendlyUses it––

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