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 Pitzl Financial (swap one in):+ Conifer Investments LTD $524M · West Hartford, CT+ Financial Gravity Asset Management, Inc. $523.4M · Austin, TX+ Coign Capital Advisors LLC $472.9M · Draper, UT+ Encompass Wealth Advisors, LLC $472.8M · Portland, OR
Arden Hills, MN
Solana Beach, CA
Portland, OR
Assets under management$498M$524M$472.8M
Asset growth, last 2 years+75%+50%+49%
Advisory staff4512
Individual clients394433403
Assets per client$1.3M$1.2M$1.2M
Clients per advisor998734
Main custodianFidelitySchwabSchwab
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack121
People on Advicer.bio4510

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

ToolPitzl FinancialDlk Investment ManagementBlue Water Wealth
Digital Marketing
Mailchimp–Uses it–
Snappy KrakenUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Pitzl Financial: Fidelity, Schwab · Dlk Investment Management: Schwab · Blue Water Wealth: Schwab