Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Swiss Finance Management International Sa (swap one in):+ Martin Financial Management $62M+ Cws Wealth Partners $62M · Omaha, NE+ Financial Advisors of Virginia $56M+ Schuler Wealth Planning LLC $56M · Powell, OH
Geneva
Assets under management$59M$62M$62M
Asset growth, last 2 years+136%––
Advisory staff411
Individual clients322263
Assets per client$1.8M$2.8M$984K
Clients per advisor82263
Main custodian–––
Filing with the SEC since201620262026
Tools in their stack––1
People on Advicer.bio–11

From each firm's latest Form ADV (Feb 2026, Mar 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

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.

ToolSwiss Finance Management International SaHyams Investments, Inc.Exhale Wealth
Schedule Apps
Calendly––Uses it