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.

Carolopolis Fiduciary Counsel, Inc.
Whichard Roach Financial
Lager & Company, Inc.

Similar in size to Carolopolis Fiduciary Counsel, Inc. (swap one in):+ Wilkison Investment Services, LLC $26.5M + Welspire LLC $26.5M · Upper Arlington, OH + Trek Wealth Planning $23.9M · Columbia, MO + Imhaus Investment Advisors $23.9M

	Carolopolis Fiduciary Counsel, Inc.	Whichard Roach Financial Greensboro, NC	Lager & Company, Inc.
Assets under management	$25.2M	$26.5M	$26.5M
Asset growth, last 2 years	+280%	–	−56%
Advisory staff	1	1	2
Individual clients	62	207	116
Assets per client	$407K	$128K	$228K
Clients per advisor	62	207	58
Main custodian	–	–	–
Filing with the SEC since	2012 or earlier	2026	2012 or earlier
Tools in their stack	–	–	–
People on Advicer.bio	1	1	2

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

Carolopolis Fiduciary Counsel, Inc.
Whichard Roach Financial
Lager & Company, Inc.

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.