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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 Veridian Capital Partners (swap one in):+ Harvey Capital Management Inc $579.4M · Palm Beach, FL+ Epg Wealth Management LLC $579.1M · Atlanta, GA+ Financial Gravity Asset Management, Inc. $523.4M · Austin, TX+ Churchill Financial Advisors, LLC $522.9M · Louisville, KY
Frederick, MD
Lawrence, KS
Denver, CO
Assets under management$551.1M$579M$578.9M
Asset growth, last 2 years+41%+20%+78%
Advisory staff6313
Individual clients816605564
Assets per client$675K$957K$1M
Clients per advisor13620243
Main custodianFidelityWells FargoFidelity
Filing with the SEC since202120192021
Tools in their stack731
People on Advicer.bio8413

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

ToolVeridian Capital PartnersMattern Wealth Management LLCEdgerock Wealth Management
Custodial Platform
Charles SchwabUses itUses it–
Wealthscape (Fidelity)Uses it––
Client Data Gathering
JotformUses it––
CRM
SS&C Black DiamondUses it––
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoneyUses itUses it–
Portfolio Management
Envestnet––Uses it
Schedule Apps
Calendly–Uses it–
Video Meetings & Messaging
ZoomUses it––

Custodians on Form ADV: Veridian Capital Partners: Fidelity, Schwab · Mattern Wealth Management LLC: Wells Fargo, Schwab · Edgerock Wealth Management: Fidelity