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 Powers Capital Management, LLC (swap one in):+ Statera Financial, LLC $62.1M · Walpole, MA+ Reinking Financial Consulting $62.1M+ Nexus Strategic Wealth $56.2M · Tualatin, OR+ Schuler Wealth Planning LLC $56M · Powell, OH
Columbus, OH
Findlay, OH
Cooper City, FL
Assets under management$59.1M$62.4M$62.1M
Asset growth, last 2 years–––
Advisory staff212
Individual clients86116225
Assets per client$687K$538K$276K
Clients per advisor43116113
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack1–4
People on Advicer.bio212

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

ToolPowers Capital Management, LLCInfresh, Inc.Everest Financial Advisors, LLC
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
GReminders––Uses it
Website Builders
WixUses it––