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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 Evergreen Advisors, LLC (swap one in):+ Pinnacle Wealth Advisors $549.7M · Clackamas, OR+ Snider Financial Group $549.7M · Bellevue, WA+ Relevance Capital Management $495.9M · Denton, TX+ Mccay Wealth Advisory LLC $495.4M · Manchester, TN
Chattanooga, TN
Memphis, TN
Napa, CA
Assets under management$522.8M$555M$550.7M
Asset growth, last 2 years+32%+69%+30%
Advisory staff364
Individual clients487471460
Assets per client$1.1M$1.2M$1.2M
Clients per advisor16279115
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20172015
Tools in their stack313
People on Advicer.bio256

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

ToolEvergreen Advisors, LLCKimery Wealth Management, LLCDedora Capital, Inc.
Custodial Platform
Charles Schwab–Uses itUses it
Digital Marketing
Snappy Kraken––Uses it
Portfolio Management
OrionUses it–Uses it
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Evergreen Advisors, LLC: Schwab · Kimery Wealth Management, LLC: Schwab · Dedora Capital, Inc.: Schwab