Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Essential Planning, LLC (swap one in):+ Veridian Capital Partners $551.1M · Frederick, MD+ Dedora Capital, Inc. $550.7M · Napa, CA+ Jackson Financial Services, LLC $498.1M · Mt. Pleasant, SC+ Ruedi Wealth Management, Inc. $498M · Champaign, IL
Portsmouth, NH
Lubbock, TX
Hudson, OH
Assets under management$524.4M$550.9M$551.3M
Asset growth, last 2 years+69%+26%+34%
Advisory staff3194
Individual clients573748227
Assets per client$915K$737K$2.4M
Clients per advisor1913957
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–51
People on Advicer.bio5193

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

ToolEssential Planning, LLCAmicus Financial Advisors, LLCBroadleaf Partners, LLC
Financial Planning
eMoney–Uses it–
Envestnet MoneyGuide–Uses it–
RightCapital (Right Capital)–Uses it–
CRM
HubSpot––Uses it
SS&C Black Diamond–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Essential Planning, LLC: Schwab · Amicus Financial Advisors, LLC: Schwab · Broadleaf Partners, LLC: Schwab