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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 Servant Wealth Management LLC (swap one in):+ Pensinger Financial, Inc. $50.3M+ Satori Financial LLC $50.3M+ Spinnaker Asset Management Inc. $45.5M · Warwick, RI+ Auctus Wealth Management Inc. $45.4M · Philadelphia, PA
Memphis, TN
Beverly Hills, CA
Assets under management$47.9M$50.3M$45.4M
Asset growth, last 2 years–––
Advisory staff161
Individual clients27717872
Assets per client$173K$283K$631K
Clients per advisor2773072
Main custodian–––
Filing with the SEC since202620262013
Tools in their stack610–
People on Advicer.bio181

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

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.

ToolServant Wealth Management LLCDefining WealthUnited Global Advisors, LLC
Custodial Platform
Betterment Advisor SolutionsUses itUses it–
Altruist–Uses it–
Charles SchwabUses it––
Financial Planning
Hazel–Uses it–
RightCapital (Right Capital)–Uses it–
Tax Planning
Holistiplan–Uses it–
Wealth.com–Uses it–
Client Texting
CurrentClient–Uses it–
Communications Archiving/Monitoring
Greenboard–Uses it–
CRM
Slant (Slant CRM)–Uses it–
Planning Light
Retirement AnalyzerUses it––
Portfolio Management
BlueleafUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
CalendlyUses itUses it–