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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 Schulz Wealth, LTD. (swap one in):+ Beta Wealth Group, Inc $460.3M · San Diego, CA+ Roth Financial Partners LLC $460.1M · Kingwood, TX+ Jeffrey N. Mehler, CFP LLC $416.2M · Essex, CT+ Mccollum Christoferson Group, LLC $415.8M · Amherst, NY
Mansfield, TX
Houston, TX
Buffalo Grove, IL
Assets under management$438.1M$465.3M$416M
Asset growth, last 2 years+37%+120%+94%
Advisory staff3513
Individual clients17086883
Assets per client$2.6M$5.4M$471K
Clients per advisor571768
Main custodianSchwabFidelity–
Filing with the SEC since201820232015
Tools in their stack1–2
People on Advicer.bio3513

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

ToolSchulz Wealth, LTD.Brownlee Wealth ManagementSgl Financial, LLC
CRM
HubSpotUses it––
Custodial Platform
Charles Schwab––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Schulz Wealth, LTD.: Schwab, Empower · Brownlee Wealth Management: Fidelity · Sgl Financial, LLC: none listed