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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 Schuchard Capital Management Inc (swap one in):+ Athena Investment Management $342.1M+ William Howard & Co. Financial Advisors, Inc. $342.1M · Memphis, TN+ Milestone Asset Management Group, LLC $309M · Avon, CT+ Meriwether Wealth & Planning, LLC $308.9M · Minden, LA
West Des Moines, IA
Assets under management$325.5M$342M$342M
Asset growth, last 2 years+22%+23%+41%
Advisory staff144
Individual clients195341418
Assets per client$1.7M$1M$818K
Clients per advisor19585105
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–13
People on Advicer.bio144

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

ToolSchuchard Capital Management IncM3 Advisory Group, LLCBoyle Capital
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
Nitrogen–Uses it–

Custodians on Form ADV: Schuchard Capital Management Inc: Schwab · M3 Advisory Group, LLC: Fidelity · Boyle Capital: Schwab