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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 Executive Investment Services, LLC (swap one in):+ Schmidt Wealth Management $96.3M · Fargo, ND+ David B. Patston, CPA, Cfa $96.3M · Denver, CO+ Bullington Capital Management, LLC $87.1M · Akron, OH+ Brock Hill Wealth Management $87M
Lake Oswego, OR
Highland, IN
Danville, CA
Assets under management$91.7M$96.3M$96.3M
Asset growth, last 2 years–––
Advisory staff131
Individual clients63229223
Assets per client$1.5M$420K$432K
Clients per advisor6376223
Main custodian––Altruist
Filing with the SEC since202620262024
Tools in their stack–––
People on Advicer.bio141

From each firm's latest Form ADV (Jun 2026, Jan 2026, Feb 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Executive Investment Services, LLC: none listed · Atis: none listed · Pacific Wealth Advisory Services LLC: Altruist