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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 Pillar Wealth LLC (swap one in):+ Rookwood Wealth $8.7M+ Maranantha Financial $8.7M+ Foundation Wealth Planning $7.8M · Salina, KS+ Sdm Investments, LLC $7.7M · Merrillville, IN
Franklin, IN
Independence, OH
Assets under management$8.2M$8.7M$8.7M
Asset growth, last 2 years–––
Advisory staff311
Individual clients352814
Assets per client$235K$309K$618K
Clients per advisor122814
Main custodian––Interactive Brokers
Filing with the SEC since202620262024
Tools in their stack2––
People on Advicer.bio311

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

ToolPillar Wealth LLCPeck & Associates, LLCDa Wealth Advisors
Financial Planning
RightCapital (Right Capital)Uses it––
Website Builders
WixUses it––

Custodians on Form ADV: Pillar Wealth LLC: none listed · Peck & Associates, LLC: none listed · Da Wealth Advisors: Interactive Brokers