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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 Churchill Financial Advisors, LLC (swap one in):+ Amicus Financial Advisors, LLC $550.9M · Lubbock, TX+ Snider Financial Group $549.7M · Bellevue, WA+ Relevance Capital Management $495.9M · Denton, TX+ Monarch Capital Management Inc $495.7M · Fort Wayne, IN
Louisville, KY
Clackamas, OR
Napa, CA
Assets under management$522.9M$549.7M$550.7M
Asset growth, last 2 years–+172%+30%
Advisory staff3144
Individual clients108810460
Assets per client$4.8M$679K$1.2M
Clients per advisor3658115
Main custodian–SchwabSchwab
Filing with the SEC since20242012 or earlier2015
Tools in their stack1–3
People on Advicer.bio5156

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

ToolChurchill Financial Advisors, LLCPinnacle Wealth AdvisorsDedora Capital, Inc.
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)Uses it––
Digital Marketing
Snappy Kraken––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Churchill Financial Advisors, LLC: none listed · Pinnacle Wealth Advisors: Schwab, Voya Financial Advisors, Inc., Millennium Trust · Dedora Capital, Inc.: Schwab