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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 Pitzl Financial (swap one in):+ Pathway Financial Advisers, LLC $524.2M · Auburn, IN+ Financial Gravity Asset Management, Inc. $523.4M · Austin, TX+ Coign Capital Advisors LLC $472.9M · Draper, UT+ Blue Water Wealth $472.8M · Portland, OR
Arden Hills, MN
Solana Beach, CA
West Hartford, CT
Assets under management$498M$524M$524M
Asset growth, last 2 years+75%+50%+27%
Advisory staff453
Individual clients39443341
Assets per client$1.3M$1.2M$12.8M
Clients per advisor998714
Main custodianFidelitySchwab–
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack12–
People on Advicer.bio451

From each firm's latest Form ADV (Feb 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.

ToolPitzl FinancialDlk Investment ManagementConifer Investments LTD
Digital Marketing
Mailchimp–Uses it–
Snappy KrakenUses it––
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: Pitzl Financial: Fidelity, Schwab · Dlk Investment Management: Schwab · Conifer Investments LTD: none listed