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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 Strive Financial Group, LLC (swap one in):+ Banker Investment Group $260.2M · West Lafayette, IN+ Global Financial Advisory Services, Inc. $259.3M · Valencia, CA+ Equanimity Financial Partners $234.3M · Pasadena, CA+ Rademacher Financial, Inc. $234.3M · Lawrence, KS
Carmel, IN
Bloomington, IN
Assets under management$246.7M$261.4M$259.2M
Asset growth, last 2 years–+40%+129%
Advisory staff992
Individual clients769386179
Assets per client$321K$677K$1.4M
Clients per advisor854390
Main custodian–SchwabFidelity
Filing with the SEC since202420212024
Tools in their stack113
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 AdvisorsElevation Wealth Management
Financial Planning
eMoney––Uses it
Planning Light
Advyzon––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Strive Financial Group, LLC: none listed · Wellington Investment Advisors: Schwab · Elevation Wealth Management: Fidelity