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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):+ Greenbelt Investment Advisors, LLC $167M · Round Rock, TX+ Strategic Financial Management, LLC $166.8M+ Veritas Wealth Partners, LLC $150.7M+ Unified Investment Management $150.6M · Atlanta, GA
Sugar Land, TX
Dallas, TX
Syosset, NY
Assets under management$158.7M$167.1M$150.6M
Asset growth, last 2 years+58%−16%–
Advisory staff433
Individual clients387118280
Assets per client$410K$1.4M$538K
Clients per advisor973993
Main custodianSchwab––
Filing with the SEC since20242012 or earlier2024
Tools in their stack111
People on Advicer.bio433

From each firm's latest Form ADV (Sep 2026, Jun 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 LLCOld Bridge Wealth, Inc
Website Builders
Squarespace––Uses it
WebflowUses it––
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Verus Financial Group: Schwab · Schlindwein Associates LLC: none listed · Old Bridge Wealth, Inc: none listed