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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+ Monarch Capital Management Inc $495.7M · Fort Wayne, IN+ Mccay Wealth Advisory LLC $495.4M · Manchester, TN
Chattanooga, TN
Memphis, TN
Denton, TX
Assets under management$522.8M$555M$495.9M
Asset growth, last 2 years+32%+69%+33%
Advisory staff364
Individual clients487471279
Assets per client$1.1M$1.2M$1.8M
Clients per advisor1627970
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack31–
People on Advicer.bio254

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, LLCRelevance Capital Management
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 · Relevance Capital Management: Schwab