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 Pathworks Financial, Inc. (swap one in):+ USA Financial Securities LLC $296.5M · Ada, MI+ Pelkonen and Associates LLC $293.3M · Melville, NY+ Demeter Tactical Investments Corp. $265.3M · Prospect, KY+ The Dala Group, LLC $265.2M · Hoffman Estates, IL
Novi, MI
Birmingham, MI
Grandville, MI
Assets under management$279.3M$295.9M$294.9M
Asset growth, last 2 years+93%+57%+51%
Advisory staff544
Individual clients410279285
Assets per client$681K$1.1M$1M
Clients per advisor827071
Main custodianSchwabSchwab–
Filing with the SEC since202120192023
Tools in their stack13–
People on Advicer.bio544

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

ToolPathworks Financial, Inc.Palatine Hill Wealth ManagementStewardship Trust Advisors
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoneyUses itUses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Pathworks Financial, Inc.: Schwab, Fidelity · Palatine Hill Wealth Management: Schwab · Stewardship Trust Advisors: none listed