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 Zhang Financial (swap one in):+ Gradient Investments, LLC $8.84B · Arden Hills, MN+ Arkadios Wealth Advisors $8.79B · Atlanta, GA+ Icg Advisors, LLC $7.92B · Los Angeles, CA+ Huntington Financial Advisors $7.89B · Columbus, OH
Portage, MI
Southfield, MI
New York, NY
Assets under management$8.37B$10B$8.87B
Asset growth, last 2 years+46%+57%+50%
Advisory staff19333105
Individual clients2,29523,6245,878
Assets per client$3.6M$423K$1.5M
Clients per advisor1217156
Main custodianLPL FinancialSchwabPershing
Filing with the SEC since2012 or earlier20152012 or earlier
Tools in their stack––4
People on Advicer.bio20398122

From each firm's latest Form ADV (Mar 2026, Oct 2026, Aug 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.Snowden Capital Advisors LLC
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
Financial Planning
eMoney––Uses it
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Zhang Financial: LPL Financial, State Street, Pnc Bank, National Association · Hantz Financial Services, Inc.: Schwab · Snowden Capital Advisors LLC: Pershing