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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):+ Revisor Wealth Management LLC $2.53B · Akron, OH+ Gryphon Financial Partners $2.44B · Columbus, OH+ Octavia Wealth Advisors LLC $2.15B · Cincinnati, OH+ Pinnacle Advisors $2.14B · Mansfield, OH
Columbus, OH
Dublin, OH
Dublin, OH
Assets under management$2.31B$2.46B$2.17B
Asset growth, last 2 years+30%+70%+107%
Advisory staff312812
Individual clients1,0132,268607
Assets per client$2.3M$1.1M$3.6M
Clients per advisor338151
Main custodianSchwabSEISchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack223
People on Advicer.bio203610

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

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 AdvisorsPds Planning Inc
Custodial Platform
Charles SchwabUses itUses itUses it
SEI–Uses it–
Financial Planning
eMoneyUses it–Uses it
Portfolio Management
Orion––Uses it

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