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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 Zimmerman Advisory Group, LLC (swap one in):+ Comal Wealth Management $32.9M · New Braunfels, TX+ Flourish Financial Planning $32.9M · Grapevine, TX+ Dunn Financial Advisors, LLC $29.7M+ Cone Wealth Management $29.7M · Tulsa, OK
Dublin, OH
Canton, OH
Assets under management$31.3M$33.1M$32.9M
Asset growth, last 2 years–––
Advisory staff132
Individual clients9610757
Assets per client$326K$309K$577K
Clients per advisor963629
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–25
People on Advicer.bio132

From each firm's latest Form ADV (Mar 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.

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.

ToolZimmerman Advisory Group, LLCHarvest Advisors, LLCCelaya Wealth Management
Custodial Platform
Charles Schwab–Uses itUses it
Interactive Brokers––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Wix–Uses it–