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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):+ Dedora Capital, Inc. $550.7M · Napa, CA+ Snider Financial Group $549.7M · Bellevue, WA+ Monarch Capital Management Inc $495.7M · Fort Wayne, IN+ Cherrydale Wealth Management, LLC $495.5M · Montclair, NJ
Louisville, KY
Clackamas, OR
Denton, TX
Assets under management$522.9M$549.7M$495.9M
Asset growth, last 2 years–+172%+33%
Advisory staff3144
Individual clients108810279
Assets per client$4.8M$679K$1.8M
Clients per advisor365870
Main custodian–SchwabSchwab
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio5154

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 AdvisorsRelevance Capital Management
Custodial Platform
Wealthscape (Fidelity)Uses it––

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