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):+ Pathway Financial Advisers, LLC $524.2M · Auburn, IN+ Conifer Investments LTD $524M · West Hartford, CT+ Coign Capital Advisors LLC $472.9M · Draper, UT+ Blue Water Wealth $472.8M · Portland, OR
Arden Hills, MN
Solana Beach, CA
Austin, TX
Assets under management$498M$524M$523.4M
Asset growth, last 2 years+75%+50%+80%
Advisory staff451
Individual clients3944331,518
Assets per client$1.3M$1.2M$345K
Clients per advisor99871,518
Main custodianFidelitySchwabSchwab
Filing with the SEC since20182012 or earlier2017
Tools in their stack122
People on Advicer.bio451

From each firm's latest Form ADV (Feb 2026, Oct 2026, Dec 2025). 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 ManagementFinancial Gravity Asset Management, Inc.
Digital Marketing
Mailchimp–Uses it–
Snappy KrakenUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)––Uses it
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Pitzl Financial: Fidelity, Schwab · Dlk Investment Management: Schwab · Financial Gravity Asset Management, Inc.: Schwab