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 Mendel Capital Management, LLC (swap one in):+ The Holland Group, Retirement Wealth Advisors, LLC $286.1M · Clearwater, FL+ Preston Wealth Advisors, LLC. $286M · Reston, VA+ Steel Tower Investments $258.7M · Pittsburgh, PA+ Equity Wealth Partners, LLC $258.6M · Independence, MO
Little Rock, AR
Denver, CO
Assets under management$272.3M$286M$258.7M
Asset growth, last 2 years+56%+26%+49%
Advisory staff272
Individual clients153186332
Assets per client$1.8M$1.5M$779K
Clients per advisor7727166
Main custodianSchwab–Fidelity
Filing with the SEC since20202012 or earlier2022
Tools in their stack1–3
People on Advicer.bio262

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

ToolMendel Capital Management, LLCLotusgroup AdvisorsFinancial Institution Services, LLC
Custodial Platform
Wealthscape (Fidelity)––Uses it
Planning Light
AdvyzonUses it–Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Mendel Capital Management, LLC: Schwab · Lotusgroup Advisors: none listed · Financial Institution Services, LLC: Fidelity