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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 Schwallier Wealth Management (swap one in):+ Purtill Financial LLC $207.1M · Highland Heights, OH+ Lake Hills Wealth Management, LLC $206.9M · Austin, TX+ City Center Advisors, LLC $187.1M · Troy, MI+ Fjell Capital $187M · Fargo, ND
Grand Rapids, MI
Grosse Pointe Farms, MI
Youngwood, PA
Assets under management$197M$208M$187.1M
Asset growth, last 2 years+37%+30%+40%
Advisory staff341
Individual clients290134319
Assets per client$679K$1.6M$587K
Clients per advisor9734319
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack–––
People on Advicer.bio432

From each firm's latest Form ADV (Jun 2026, Feb 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Schwallier Wealth Management: LPL Financial · Dwp: Schwab, Comerica Inc. · Advice & Planning Services LLC: Schwab