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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 Capital Management (swap one in):+ Financial Counseling, Inc. $100.1M · Springboro, OH+ Turret Investments, LLC $100M+ Capital Advisory Services, LLC $90.3M · West Chester, OH+ Total Financial Management, LLC $90M · Poland, OH
Salem, OH
Westerville, OH
Bellevue, WA
Assets under management$95.2M$101M$100M
Asset growth, last 2 years–−69%–
Advisory staff144
Individual clients56148650
Assets per client$1.7M$682K$154K
Clients per advisor5637163
Main custodian–Fidelity–
Filing with the SEC since202620232026
Tools in their stack––3
People on Advicer.bio144

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

ToolZimmerman Capital ManagementFc Wealth Solutions LLCIntirety, LLC
CRM
HubSpot––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Zimmerman Capital Management: none listed · Fc Wealth Solutions LLC: Fidelity, Interactive Brokers · Intirety, LLC: none listed