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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 Shepherd Wealth Management (swap one in):+ Peb Capital Management LLC $171M · Columbus, OH+ Redwood Park Advisors $170.3M · Redwood City, CA+ Millennium Investment Services $153.9M · Van Nuys, CA+ Worthington Wealth Management $153.7M · Worthington, OH
Cincinnati, OH
New Albany, OH
Perrysburg, OH
Assets under management$162.1M$171.4M$152.7M
Asset growth, last 2 years–+37%–
Advisory staff423
Individual clients43090233
Assets per client$377K$1.9M$655K
Clients per advisor1084578
Main custodianSchwabSchwab–
Filing with the SEC since202420222026
Tools in their stack–13
People on Advicer.bio534

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

ToolShepherd Wealth ManagementKennon-Green & Co.Bollin Wealth Management, LLC
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Shepherd Wealth Management: Schwab · Kennon-Green & Co.: Schwab · Bollin Wealth Management, LLC: none listed