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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 Access Wealth (swap one in):+ Latitude Advisors, LLC $566.5M+ Midwest Financial Group LLC $566.1M · Overland Park, KS+ Venator Management LLC $511.7M · Pittsburgh, PA+ Client 1st Advisory Group $511.5M · Dunedin, FL
East Hanover, NJ
Westlake Village, CA
Nashville, TN
Assets under management$539.1M$566.1M$566.2M
Asset growth, last 2 years+47%–+57%
Advisory staff636
Individual clients363328320
Assets per client$1.5M$1.7M$1.8M
Clients per advisor6110953
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack–22
People on Advicer.bio1136

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

ToolAccess WealthAlteri WealthDecker Wealth Management, LLC
Website Builders
Squarespace––Uses it
Wix–Uses it–
CRM
SS&C Black Diamond–Uses itUses it

Custodians on Form ADV: Access Wealth: Schwab · Alteri Wealth: none listed · Decker Wealth Management, LLC: Schwab