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 Russell Capital Management, LLC (swap one in):+ Guardian Wealth Management Inc. $289.1M · Peoria, IL+ Pfg Private Wealth Management, LLC $289M · Lutz, FL+ Elco Management Company, LLC $261.2M · New York, NY+ Winebrenner Capital Management LLC $260.5M · Louisville, KY
Lexington, KY
Glasgow, KY
Denver, CO
Assets under management$275M$290.6M$288.9M
Asset growth, last 2 years+9%+45%+50%
Advisory staff443
Individual clients2891,113126
Assets per client$952K$261K$2.3M
Clients per advisor7227842
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since2012 or earlier20152021
Tools in their stack–24
People on Advicer.bio443

From each firm's latest Form ADV (Apr 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.

ToolRussell Capital Management, LLCLockshield Partners, Inc.Impactfolio LLC
Schedule Apps
Calendly––Uses it
OnceHub––Uses it
Advisor Lead Gen
Fee-Only Network––Uses it
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoney––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Russell Capital Management, LLC: Schwab · Lockshield Partners, Inc.: LPL Financial · Impactfolio LLC: Schwab