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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+ Feltl Advisors $165.6M · Plymouth, MN
Mcpherson, KS
Silver Lake, KS
Scottsdale, AZ
Assets under management$174.5M$184.9M$165.8M
Asset growth, last 2 years+38%+46%+35%
Advisory staff423
Individual clients38471489
Assets per client$455K$259K$1.9M
Clients per advisor9635730
Main custodianSchwabSchwabFidelity
Filing with the SEC since202220222021
Tools in their stack––1
People on Advicer.bio1322

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 PartnersVestpointe Wealth Management, LLC
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Sjhl Financial Group: Schwab · Schwarz Investment Partners: Schwab · Vestpointe Wealth Management, LLC: Fidelity