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 Financial Council, LLC (swap one in):+ Victory Financial $1.34B · Austin, TX+ Centennial Securities Company Inc $1.34B · Grand Rapids, MI+ Childress Capital Advisors, LLC $1.21B · Houston, TX+ Columbia Asset Management, L.l.c. $1.2B · Ann Arbor, MI
Towson, MD
Richmond, VA
Las Vegas, NV
Assets under management$1.27B$1.34B$1.2B
Asset growth, last 2 years+32%−22%+21%
Advisory staff10610
Individual clients648459377
Assets per client$2M$2.9M$3.2M
Clients per advisor657738
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier20182013
Tools in their stack–1–
People on Advicer.bio7611

From each firm's latest Form ADV (May 2026, Oct 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.

ToolFinancial Council, LLCSalomon and LudwinArista Wealth Management, LLC
CRM
SS&C Black Diamond–Uses it–

Custodians on Form ADV: Financial Council, LLC: Fidelity · Salomon and Ludwin: Schwab · Arista Wealth Management, LLC: Fidelity, Schwab, Pcs Retirement LLC