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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 Summit Financial Strategies Inc (swap one in):+ Cincinnati Asset Management Inc $2.53B · Cincinnati, OH+ Revisor Wealth Management LLC $2.53B · Akron, OH+ Pds Planning Inc $2.17B · Dublin, OH+ Octavia Wealth Advisors LLC $2.15B · Cincinnati, OH
Columbus, OH
Dublin, OH
Columbus, OH
Assets under management$2.31B$2.46B$2.44B
Asset growth, last 2 years+30%+70%+39%
Advisory staff312815
Individual clients1,0132,268655
Assets per client$2.3M$1.1M$3.7M
Clients per advisor338144
Main custodianSchwabSEIFidelity
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack224
People on Advicer.bio203616

From each firm's latest Form ADV (Oct 2026, Sep 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

1 tool 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.

ToolSummit Financial Strategies IncEverhart AdvisorsGryphon Financial Partners
Custodial Platform
Charles SchwabUses itUses itUses it
SEI–Uses it–
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)––Uses it
CRM
Envestnet Tamarac––Uses it

Custodians on Form ADV: Summit Financial Strategies Inc: Schwab, Fidelity · Everhart Advisors: SEI, Schwab · Gryphon Financial Partners: Fidelity, Schwab