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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 Verus Financial Group (swap one in):+ 8th Street Investments, LLC $166.9M · Alexandria, VA+ Strategic Financial Management, LLC $166.8M+ Veritas Wealth Partners, LLC $150.7M+ Unified Investment Management $150.6M · Atlanta, GA
Sugar Land, TX
Dallas, TX
Round Rock, TX
Assets under management$158.7M$167.1M$167M
Asset growth, last 2 years+58%−16%+45%
Advisory staff435
Individual clients387118148
Assets per client$410K$1.4M$1.1M
Clients per advisor973930
Main custodianSchwab–Schwab
Filing with the SEC since20242012 or earlier2022
Tools in their stack11–
People on Advicer.bio435

From each firm's latest Form ADV (Sep 2026, Jun 2026, Feb 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.

ToolVerus Financial GroupSchlindwein Associates LLCGreenbelt Investment Advisors, LLC
Planning Light
Advyzon–Uses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Verus Financial Group: Schwab · Schlindwein Associates LLC: none listed · Greenbelt Investment Advisors, LLC: Schwab