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 Whalen Financial (swap one in):+ Peak Investment Advisors, Inc. $234.6M · Colorado Springs, CO+ Belleair Asset Management, LLC $234.3M · Belleair Bluffs, FL+ Rossjohnson & Associates, LLC $211.6M · Plymouth, MN+ Diamant Asset Management, Inc. $211.5M · Ridgefield, CT
Las Vegas, NV
Lawrence, KS
Pasadena, CA
Assets under management$223M$234.3M$234.3M
Asset growth, last 2 years+41%+30%+59%
Advisory staff451
Individual clients391330658
Assets per client$570K$710K$356K
Clients per advisor9866658
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack–14
People on Advicer.bio462

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

ToolWhalen FinancialRademacher Financial, Inc.Equanimity Financial Partners
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Whalen Financial: Schwab · Rademacher Financial, Inc.: Raymond James · Equanimity Financial Partners: Schwab