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 Access Wealth (swap one in):+ Decker Wealth Management, LLC $566.2M · Nashville, TN+ Midwest Financial Group LLC $566.1M · Overland Park, KS+ Client 1st Advisory Group $511.5M · Dunedin, FL+ Florek Financial, LLC $511M · Duxbury, MA
East Hanover, NJ
Westlake Village, CA
Pittsburgh, PA
Assets under management$539.1M$566.1M$511.7M
Asset growth, last 2 years+47%–+39%
Advisory staff632
Individual clients36332878
Assets per client$1.5M$1.7M$6.6M
Clients per advisor6110939
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20242020
Tools in their stack–2–
People on Advicer.bio1132

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 WealthVenator Management LLC
CRM
SS&C Black Diamond–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Access Wealth: Schwab · Alteri Wealth: none listed · Venator Management LLC: Schwab, BNY, U.S. Bank