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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 Saunders Financial LLC (swap one in):+ Paratus Wealth Management, LLC $72M · Long Lake, MN+ Capital Fiduciary Advisors $72M · Ashburn, VA+ Bone Asset Management $65M · Bloomfield Hills, MI+ Wealth for You Financial, LLC $65M · Grand Blanc, MI
Livonia, MI
Allen Park, MI
Simpsonville, SC
Assets under management$68.6M$72M$65.1M
Asset growth, last 2 years–––
Advisory staff114
Individual clients66121116
Assets per client$1M$595K$561K
Clients per advisor6612129
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–24
People on Advicer.bio122

From each firm's latest Form ADV (Aug 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.

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.

ToolSaunders Financial LLCAffinity Financial AdvisoryJehm Wealth & Retirement, LLC
Custodial Platform
Charles Schwab–Uses it–
SEI––Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)–Uses it–
CRM
LeadCenter.AI––Uses it