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 Pettinga Financial Advisors, LLC (swap one in):+ Quadcap Wealth Management, LLC $1.34B · Frisco, TX+ Fmp Wealth Advisers $1.34B · Austin, TX+ Hamilton Point Investment Advisors, LLC $1.21B · Chapel Hill, NC+ Schwerin Boyle Capital Management, Inc $1.21B · Springfield, MA
Evansville, IN
Fort Wayne, IN
Indianapolis, IN
Assets under management$1.28B$1.34B$1.18B
Asset growth, last 2 years+27%+35%+59%
Advisory staff796
Individual clients6681,013310
Assets per client$1.9M$1.3M$3.8M
Clients per advisor9511352
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1––
People on Advicer.bio8107

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

ToolPettinga Financial Advisors, LLCWealth Advisors GroupDeerfield
CRM
Envestnet TamaracUses it––

Custodians on Form ADV: Pettinga Financial Advisors, LLC: Schwab, Fidelity · Wealth Advisors Group: Schwab · Deerfield: Schwab