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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+ Elevation Wealth Management $259.2M+ Rademacher Financial, Inc. $234.3M · Lawrence, KS+ Belleair Asset Management, LLC $234.3M · Belleair Bluffs, FL
Carmel, IN
Bloomington, IN
Pasadena, CA
Assets under management$246.7M$261.4M$234.3M
Asset growth, last 2 years–+40%+59%
Advisory staff991
Individual clients769386658
Assets per client$321K$677K$356K
Clients per advisor8543658
Main custodian–SchwabSchwab
Filing with the SEC since202420212012 or earlier
Tools in their stack114
People on Advicer.bio1192

From each firm's latest Form ADV (Jul 2026, Mar 2026, Jun 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 AdvisorsEquanimity Financial Partners
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Schedule Apps
Calendly–Uses itUses it
Website Builders
SquarespaceUses it––

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