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 Evergreen Advisors, LLC (swap one in):+ Dedora Capital, Inc. $550.7M · Napa, CA+ 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
Clackamas, OR
Assets under management$522.8M$555M$549.7M
Asset growth, last 2 years+32%+69%+172%
Advisory staff3614
Individual clients487471810
Assets per client$1.1M$1.2M$679K
Clients per advisor1627958
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack31–
People on Advicer.bio2515

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

ToolEvergreen Advisors, LLCKimery Wealth Management, LLCPinnacle Wealth Advisors
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Evergreen Advisors, LLC: Schwab · Kimery Wealth Management, LLC: Schwab · Pinnacle Wealth Advisors: Schwab, Voya Financial Advisors, Inc., Millennium Trust