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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 Slagle Financial, LLC. (swap one in):+ Plan A Wealth, LLC $433.8M · Lincoln, NE+ Santori & Peters $433.5M · Canonsburg, PA+ Mullaney Keating & Wright Inc $391M · Middletown, CT+ Rcm Wealth Advisors $388.8M · Chicago, IL
Edwardsville, IL
Atlanta, GA
Lakeland, FL
Assets under management$411.7M$433.3M$433.1M
Asset growth, last 2 years+54%−24%+275%
Advisory staff731
Individual clients1,510176648
Assets per client$273K$2.5M$668K
Clients per advisor21659648
Main custodianFidelitySchwabSchwab
Filing with the SEC since201820172023
Tools in their stack2––
People on Advicer.bio1331

From each firm's latest Form ADV (Aug 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.

ToolSlagle Financial, LLC.Waypoint Wealth Counsel LLCGreenbridge Partners LLC
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Slagle Financial, LLC.: Fidelity, Schwab · Waypoint Wealth Counsel LLC: Schwab · Greenbridge Partners LLC: Schwab