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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+ Gryphon Financial Partners $2.44B · Columbus, OH+ Pds Planning Inc $2.17B · Dublin, OH+ Octavia Wealth Advisors LLC $2.15B · Cincinnati, OH
Columbus, OH
Dublin, OH
Akron, OH
Assets under management$2.31B$2.46B$2.53B
Asset growth, last 2 years+30%+70%+47%
Advisory staff31287
Individual clients1,0132,2683,070
Assets per client$2.3M$1.1M$824K
Clients per advisor3381439
Main custodianSchwabSEISchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack22–
People on Advicer.bio20369

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

ToolSummit Financial Strategies IncEverhart AdvisorsRevisor Wealth Management LLC
Custodial Platform
Charles SchwabUses itUses it–
SEI–Uses it–
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Summit Financial Strategies Inc: Schwab, Fidelity · Everhart Advisors: SEI, Schwab · Revisor Wealth Management LLC: Schwab, Fidelity, Interactive Brokers