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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 Accretive Wealth Partners, LLC (swap one in):+ Pension & Wealth Management Advisors $529.8M · Waltham, MA+ Denver Wealth Management, Inc. $529.8M · Denver, CO+ Meredith Wealth Planning $478.7M · Maryville, IL+ Great Oak Capital Partners, LLC $477.9M · South Easton, MA
Parsippany, NJ
Tinton Falls, NJ
Keller, TX
Assets under management$504.5M$534.4M$479M
Asset growth, last 2 years+56%+131%+63%
Advisory staff3510
Individual clients204364193
Assets per client$2.5M$1.5M$2.5M
Clients per advisor687319
Main custodianSchwabSchwabSchwab
Filing with the SEC since201820212019
Tools in their stack5–2
People on Advicer.bio4610

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

ToolAccretive Wealth Partners, LLCMezzasalma AdvisorsKeener Financial Planning
Financial Planning
eMoneyUses it––
Envestnet MoneyGuide––Uses it
Advisor Lead Gen
Wealthtender––Uses it
Client File Sharing
BoxUses it––
Digital Marketing
MailchimpUses it––
Portfolio Management
OrionUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Accretive Wealth Partners, LLC: Schwab · Mezzasalma Advisors: Schwab · Keener Financial Planning: Schwab