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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):+ Counterweight Private Wealth $207.2M · Wilmington, NC+ Purtill Financial LLC $207.1M · Highland Heights, OH+ Advice & Planning Services LLC $187.1M · Youngwood, PA+ City Center Advisors, LLC $187.1M · Troy, MI
Grand Rapids, MI
Grosse Pointe Farms, MI
Austin, TX
Assets under management$197M$208M$206.9M
Asset growth, last 2 years+37%+30%+29%
Advisory staff343
Individual clients290134229
Assets per client$679K$1.6M$903K
Clients per advisor973476
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack––3
People on Advicer.bio433

From each firm's latest Form ADV (Jun 2026, Feb 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 ManagementDwpLake Hills Wealth Management, LLC
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Schwallier Wealth Management: LPL Financial · Dwp: Schwab, Comerica Inc. · Lake Hills Wealth Management, LLC: Schwab