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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 Sjhl Financial Group (swap one in):+ Barden Capital Management, Inc. $183.5M+ Magnolia Wealth Management LLC $183.3M · Dothan, AL+ Mutual Trust Advisory Group $165.8M · Estero, FL+ Vestpointe Wealth Management, LLC $165.8M · Scottsdale, AZ
Mcpherson, KS
Silver Lake, KS
Eagle, CO
Assets under management$174.5M$184.9M$183.3M
Asset growth, last 2 years+38%+46%+31%
Advisory staff425
Individual clients384714200
Assets per client$455K$259K$916K
Clients per advisor9635740
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220222020
Tools in their stack––2
People on Advicer.bio1325

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

ToolSjhl Financial GroupSchwarz Investment PartnersElevate Capital Advisors
Financial Planning
eMoney––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Sjhl Financial Group: Schwab · Schwarz Investment Partners: Schwab · Elevate Capital Advisors: Schwab