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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 Zhang Financial (swap one in):+ Snowden Capital Advisors LLC $8.87B · New York, NY+ Gradient Investments, LLC $8.84B · Arden Hills, MN+ Icg Advisors, LLC $7.92B · Los Angeles, CA+ Huntington Financial Advisors $7.89B · Columbus, OH
Portage, MI
Southfield, MI
Atlanta, GA
Assets under management$8.37B$10B$8.79B
Asset growth, last 2 years+46%+57%+228%
Advisory staff19333151
Individual clients2,29523,62414,320
Assets per client$3.6M$423K$614K
Clients per advisor1217195
Main custodianLPL FinancialSchwabFidelity
Filing with the SEC since2012 or earlier20152017
Tools in their stack––1
People on Advicer.bio20398236

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

ToolZhang FinancialHantz Financial Services, Inc.Arkadios Wealth Advisors
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Zhang Financial: LPL Financial, State Street, Pnc Bank, National Association · Hantz Financial Services, Inc.: Schwab · Arkadios Wealth Advisors: Fidelity, Schwab