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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+ Old Bridge Wealth, Inc $150.6M · Syosset, NY
Sugar Land, TX
Dallas, TX
Atlanta, GA
Assets under management$158.7M$167.1M$150.6M
Asset growth, last 2 years+58%−16%+37%
Advisory staff432
Individual clients38711888
Assets per client$410K$1.4M$1.7M
Clients per advisor973944
Main custodianSchwab–Fidelity
Filing with the SEC since20242012 or earlier2023
Tools in their stack111
People on Advicer.bio432

From each firm's latest Form ADV (Sep 2026, Jun 2026, Jan 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 LLCUnified Investment Management
Digital Marketing
Snappy Kraken––Uses it
Planning Light
Advyzon–Uses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Verus Financial Group: Schwab · Schlindwein Associates LLC: none listed · Unified Investment Management: Fidelity, Schwab