Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Strive Financial Group, LLC (swap one in):+ Global Financial Advisory Services, Inc. $259.3M · Valencia, CA+ Elevation Wealth Management $259.2M+ Equanimity Financial Partners $234.3M · Pasadena, CA+ Rademacher Financial, Inc. $234.3M · Lawrence, KS
Carmel, IN
Bloomington, IN
West Lafayette, IN
Assets under management$246.7M$261.4M$260.2M
Asset growth, last 2 years–+40%+1%
Advisory staff993
Individual clients769386467
Assets per client$321K$677K$557K
Clients per advisor8543156
Main custodian–SchwabSchwab
Filing with the SEC since202420212012 or earlier
Tools in their stack11–
People on Advicer.bio1193

From each firm's latest Form ADV (Jul 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.

ToolStrive Financial Group, LLCWellington Investment AdvisorsBanker Investment Group
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Strive Financial Group, LLC: none listed · Wellington Investment Advisors: Schwab · Banker Investment Group: Schwab