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 49 Financial (swap one in):+ Sargent Investment Group $1.48B · Bethesda, MD+ Serenus Wealth Advisors, LLC $1.47B · Santa Monica, CA+ Callahan Advisors, LLC $1.33B · Houston, TX+ Beacon Financial Group $1.3B · Dallas, TX
Austin, TX
Dallas, TX
Fullerton, CA
Assets under management$1.4B$1.49B$1.47B
Asset growth, last 2 years+148%+25%+40%
Advisory staff128610
Individual clients3,7714151,207
Assets per client$372K$3.6M$1.2M
Clients per advisor2969121
Main custodianSchwabFidelitySchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack1–3
People on Advicer.bio147310

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

Tool49 FinancialWallace Capital Management, Inc.Eclectic Associates, Inc.
CRM
SS&C Black Diamond––Uses it
Email & Office Suites
Microsoft 365––Uses it
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: 49 Financial: Schwab · Wallace Capital Management, Inc.: Fidelity, Schwab, Merrill · Eclectic Associates, Inc.: Schwab