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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 Schaeffer Financial LLC (swap one in):+ Councilmark Asset Management, LLC $270.8M · Knoxville, TN+ Bias Investors $270.6M · Hamilton+ 994 Group $244.7M · Austin, TX+ Waypoint Wealth Management $242.5M · Timonium, MD
Rockville, MD
Fishers, IN
Topeka, KS
Assets under management$257.7M$270.7M$271M
Asset growth, last 2 years+29%+38%+171%
Advisory staff4330
Individual clients247161850
Assets per client$1M$1.7M$319K
Clients per advisor625428
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier20172023
Tools in their stack–––
People on Advicer.bio5328

From each firm's latest Form ADV (Jul 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Schaeffer Financial LLC: Schwab · Cbg & Company, Inc.: Schwab, Morgan Stanley · Ofg Financial Services, Inc.: none listed