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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 Pds Planning Inc (swap one in):+ Yhb Investment Advisors Inc $2.28B · West Hartford, CT+ Vestor Capital, LLC $2.28B · Chicago, IL+ Beese Fulmer Private Wealth Management $2.06B · Canton, OH+ Clear Harbor Asset Management, LLC $2.05B · Stamford, CT
Dublin, OH
Columbus, OH
New York, NY
Assets under management$2.17B$2.31B$2.05B
Asset growth, last 2 years+107%+30%+49%
Advisory staff12319
Individual clients6071,013371
Assets per client$3.6M$2.3M$5.5M
Clients per advisor513341
Main custodianSchwabSchwabPershing
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack321
People on Advicer.bio102012

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

ToolPds Planning IncSummit Financial Strategies IncQuent Capital, LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
eMoneyUses itUses it–
Portfolio Management
OrionUses it––

Custodians on Form ADV: Pds Planning Inc: Schwab · Summit Financial Strategies Inc: Schwab, Fidelity · Quent Capital, LLC: Pershing, Fidelity