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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):+ Magnolia Wealth Management LLC $183.3M · Dothan, AL+ Elevate Capital Advisors $183.3M · Eagle, CO+ Mutual Trust Advisory Group $165.8M · Estero, FL+ Vestpointe Wealth Management, LLC $165.8M · Scottsdale, AZ
Mcpherson, KS
Silver Lake, KS
Plymouth, MN
Assets under management$174.5M$184.9M$165.6M
Asset growth, last 2 years+38%+46%+37%
Advisory staff4215
Individual clients384714395
Assets per client$455K$259K$419K
Clients per advisor9635726
Main custodianSchwabSchwab–
Filing with the SEC since202220222012 or earlier
Tools in their stack––2
People on Advicer.bio13215

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

ToolSjhl Financial GroupSchwarz Investment PartnersFeltl Advisors
Custodial Platform
Wealthscape (Fidelity)––Uses it
Portfolio Management
Envestnet––Uses it

Custodians on Form ADV: Sjhl Financial Group: Schwab · Schwarz Investment Partners: Schwab · Feltl Advisors: none listed