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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 Krammer Financial (swap one in):+ Treussard Capital Management $74.5M · Newport Beach, CA+ Propartners Wealth $74.4M · Columbia, MO+ Schnell Financial Group, LLC $67.3M · Sedalia, MO+ Steadfast Financial Services $67.3M
Canonsburg, PA
Stuart, FL
Assets under management$70.9M$74.4M$67.3M
Asset growth, last 2 years––+159%
Advisory staff161
Individual clients4510354
Assets per client$1.6M$723K$1.2M
Clients per advisor451754
Main custodian–––
Filing with the SEC since202620262014
Tools in their stack––2
People on Advicer.bio151

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

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.

ToolKrammer FinancialSummit Advisors, LLCIntegritt Wealth Management, LLC
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it