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 Zemenick & Walker Inc (swap one in):+ Lri Investments $2.78B · Palm Beach Gardens, FL+ Mariner $2.77B · Overland Park,, KS+ Perennial Financial Services $2.5B · Los Angeles, CA+ Alphastar Capital Management $2.5B · Cornelius, NC
St Louis, MO
San Rafael, CA
Chicago, IL
Assets under management$2.63B$2.78B$2.49B
Asset growth, last 2 years+34%+30%+67%
Advisory staff85433
Individual clients2642114,275
Assets per client$10M$132.3M$174K
Clients per advisor33433
Main custodianSchwab––
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack121
People on Advicer.bio8–538

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

ToolZemenick & Walker IncOhana AdvisorsBankers Life Advisory Services, Inc.
CRM
Envestnet TamaracUses it––
Custodial Platform
NetX360 (Pershing)––Uses it
Performance Reporting
Addepar–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Zemenick & Walker Inc: Schwab · Ohana Advisors: none listed · Bankers Life Advisory Services, Inc.: none listed