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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):+ Jdl Advisers $2.28B · Newport Beach, CA+ Yhb Investment Advisors Inc $2.28B · West Hartford, CT+ Beese Fulmer Private Wealth Management $2.06B · Canton, OH+ Quent Capital, LLC $2.05B · New York, NY
Dublin, OH
Columbus, OH
Chicago, IL
Assets under management$2.17B$2.31B$2.28B
Asset growth, last 2 years+107%+30%+29%
Advisory staff123124
Individual clients6071,0131,197
Assets per client$3.6M$2.3M$1.9M
Clients per advisor513350
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack32–
People on Advicer.bio102024

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 IncVestor Capital, LLC
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 · Vestor Capital, LLC: Schwab, Fidelity