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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+ Greenbridge Partners LLC $433.1M · Lakeland, FL+ Mullaney Keating & Wright Inc $391M · Middletown, CT+ Rcm Wealth Advisors $388.8M · Chicago, IL
Edwardsville, IL
Atlanta, GA
Canonsburg, PA
Assets under management$411.7M$433.3M$433.5M
Asset growth, last 2 years+54%−24%+4%
Advisory staff734
Individual clients1,510176199
Assets per client$273K$2.5M$2.2M
Clients per advisor2165950
Main custodianFidelitySchwabSchwab
Filing with the SEC since201820172012 or earlier
Tools in their stack2–3
People on Advicer.bio1334

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 LLCSantori & Peters
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
OrionUses it–Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Slagle Financial, LLC.: Fidelity, Schwab · Waypoint Wealth Counsel LLC: Schwab · Santori & Peters: Schwab