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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+ 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
Dothan, AL
Assets under management$174.5M$184.9M$183.3M
Asset growth, last 2 years+38%+46%+26%
Advisory staff422
Individual clients384714385
Assets per client$455K$259K$476K
Clients per advisor96357193
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220222021
Tools in their stack–––
People on Advicer.bio1322

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Sjhl Financial Group: Schwab · Schwarz Investment Partners: Schwab · Magnolia Wealth Management LLC: Schwab, Lincoln Financial Distributors, Inc.