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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 Schneider Wealth Management (swap one in):+ Copia Wealth Management $157.5M · Bend, OR+ Peck Wealth Management, LLC $157.4M+ Allstate Financial Advisors, LLC $142.4M · Lincoln, NE+ Ltg Capital LLC $142.2M · Framingham, MA
Griffin, GA
Assets under management$149.8M$157.4M$157.5M
Asset growth, last 2 years+18%+41%+27%
Advisory staff124
Individual clients37264514
Assets per client$4M$596K$306K
Clients per advisor37132129
Main custodianSchwabSchwabSEI
Filing with the SEC since202420212023
Tools in their stack4–3
People on Advicer.bio124

From each firm's latest Form ADV (Mar 2026, Sep 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 CapitalGeorgia Wealth Partners, LLC
Digital Marketing
AdvisorStream––Uses it
Snappy Kraken––Uses it
Advisor Lead Gen
Fee-Only NetworkUses it––
Custodial Platform
SEI––Uses 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 · Georgia Wealth Partners, LLC: SEI