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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):+ Dedora Capital, Inc. $550.7M · Napa, CA+ Pinnacle Wealth Advisors $549.7M · Clackamas, OR+ Relevance Capital Management $495.9M · Denton, TX+ Mccay Wealth Advisory LLC $495.4M · Manchester, TN
Chattanooga, TN
Memphis, TN
Bellevue, WA
Assets under management$522.8M$555M$549.7M
Asset growth, last 2 years+32%+69%+74%
Advisory staff368
Individual clients487471514
Assets per client$1.1M$1.2M$1.1M
Clients per advisor1627964
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack313
People on Advicer.bio259

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, LLCSnider Financial Group
Custodial Platform
Charles Schwab–Uses it–
LPL Financial (ClientWorks)––Uses it
Website Builders
SquarespaceUses it––
Webflow––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Evergreen Advisors, LLC: Schwab · Kimery Wealth Management, LLC: Schwab · Snider Financial Group: LPL Financial