Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Schneider Wealth Management (swap one in):+ Georgia Wealth Partners, LLC $157.5M · Griffin, GA+ Peck Wealth Management, LLC $157.4M+ Allstate Financial Advisors, LLC $142.4M · Lincoln, NE+ Ltg Capital LLC $142.2M · Framingham, MA
Bend, OR
Assets under management$149.8M$157.4M$157.5M
Asset growth, last 2 years+18%+41%–
Advisory staff123
Individual clients37264288
Assets per client$4M$596K$547K
Clients per advisor3713296
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420212024
Tools in their stack4––
People on Advicer.bio124

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

ToolSchneider Wealth ManagementApplied CapitalCopia Wealth Management
Advisor Lead Gen
Fee-Only NetworkUses it––
Financial Planning
Envestnet MoneyGuideUses it––
Planning Light
AdvyzonUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Schneider Wealth Management: Schwab · Applied Capital: Schwab · Copia Wealth Management: Schwab