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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 Schmidt Financial Management (swap one in):+ Churchill Financial Advisors, LLC $522.9M · Louisville, KY+ Delta Wealth Management $522.5M+ Lighthouse Financial Services Inc $472.5M · Brea, CA+ Fortitude Advisory Group L.l.c. $467.5M · Gig Harbor, WA
Kirkland, WA
Cleveland, OH
Chattanooga, TN
Assets under management$497.5M$522.5M$522.8M
Asset growth, last 2 years–+14%+32%
Advisory staff253
Individual clients140312487
Assets per client$3.6M$1.7M$1.1M
Clients per advisor7062162
Main custodianPershingSchwabSchwab
Filing with the SEC since202320222012 or earlier
Tools in their stack3–3
People on Advicer.bio252

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

ToolSchmidt Financial ManagementPark Edge Advisors, LLCEvergreen Advisors, LLC
CRM
HubSpotUses it––
Performance Reporting
AddeparUses it––
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it–Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Schmidt Financial Management: Pershing · Park Edge Advisors, LLC: Schwab · Evergreen Advisors, LLC: Schwab