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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 Essential Planning, LLC (swap one in):+ Broadleaf Partners, LLC $551.3M · Hudson, OH+ 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
Frederick, MD
Assets under management$524.4M$550.9M$551.1M
Asset growth, last 2 years+69%+26%+41%
Advisory staff3196
Individual clients573748816
Assets per client$915K$737K$675K
Clients per advisor19139136
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack–57
People on Advicer.bio5198

From each firm's latest Form ADV (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.

ToolEssential Planning, LLCAmicus Financial Advisors, LLCVeridian Capital Partners
Financial Planning
eMoney–Uses itUses it
Envestnet MoneyGuide–Uses it–
RightCapital (Right Capital)–Uses it–
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Client Data Gathering
Jotform––Uses it
CRM
SS&C Black Diamond–Uses itUses it
Digital Marketing
Snappy Kraken––Uses it
Schedule Apps
Calendly–Uses it–
Video Meetings & Messaging
Zoom––Uses it

Custodians on Form ADV: Essential Planning, LLC: Schwab · Amicus Financial Advisors, LLC: Schwab · Veridian Capital Partners: Fidelity, Schwab