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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+ Clear Ridge Wealth Management, LLC $244.6M · Kalamazoo, MI
Rockville, MD
Fishers, IN
Timonium, MD
Assets under management$257.7M$270.7M$242.5M
Asset growth, last 2 years+29%+38%+25%
Advisory staff431
Individual clients247161204
Assets per client$1M$1.7M$1.2M
Clients per advisor6254204
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20172017
Tools in their stack––2
People on Advicer.bio531

From each firm's latest Form ADV (Jul 2026, Mar 2026, Aug 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.

ToolSchaeffer Financial LLCCbg & Company, Inc.Waypoint Wealth Management
Custodial Platform
Charles Schwab––Uses it
Performance Reporting
Orion––Uses it

Custodians on Form ADV: Schaeffer Financial LLC: Schwab · Cbg & Company, Inc.: Schwab, Morgan Stanley · Waypoint Wealth Management: Schwab