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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+ Advice & Planning Services LLC $187.1M · Youngwood, PA+ Fjell Capital $187M · Fargo, ND
Grand Rapids, MI
Grosse Pointe Farms, MI
Troy, MI
Assets under management$197M$208M$187.1M
Asset growth, last 2 years+37%+30%+46%
Advisory staff347
Individual clients290134438
Assets per client$679K$1.6M$427K
Clients per advisor973463
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack––2
People on Advicer.bio437

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

ToolSchwallier Wealth ManagementDwpCity Center Advisors, LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Schwallier Wealth Management: LPL Financial · Dwp: Schwab, Comerica Inc. · City Center Advisors, LLC: Schwab