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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 Schmerge Executive Planning Services, Inc. (swap one in):+ Stone Fortress Wealth Strategies $56.1M+ Burr & Company, LLC $56.1M · Osterville, MA+ Wilson Wealth Management Group, L. L. C. $50.7M+ One Brick Capital, LLC $50.5M · Columbus, OH
Cincinnati, OH
West Chester, PA
Tampa, FL
Assets under management$53.4M$56.1M$56.1M
Asset growth, last 2 years––+99%
Advisory staff122
Individual clients6571165
Assets per client$822K$790K$340K
Clients per advisor653683
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack–1–
People on Advicer.bio112

From each firm's latest Form ADV (Jan 2026, Sep 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

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.

ToolSchmerge Executive Planning Services, Inc.Old Security GroupBay Capital
Schedule Apps
OnceHub–Uses it–