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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+ City Center Advisors, LLC $187.1M · Troy, MI
Grand Rapids, MI
Grosse Pointe Farms, MI
Wilmington, NC
Assets under management$197M$208M$207.2M
Asset growth, last 2 years+37%+30%+51%
Advisory staff342
Individual clients29013487
Assets per client$679K$1.6M$2.4M
Clients per advisor973444
Main custodianLPL FinancialSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack––2
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

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 ManagementDwpCounterweight Private Wealth
CRM
HubSpot––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Schwallier Wealth Management: LPL Financial · Dwp: Schwab, Comerica Inc. · Counterweight Private Wealth: Fidelity