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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+ Keener Financial Planning $479M · Keller, TX+ Great Oak Capital Partners, LLC $477.9M · South Easton, MA
Parsippany, NJ
Tinton Falls, NJ
Maryville, IL
Assets under management$504.5M$534.4M$478.7M
Asset growth, last 2 years+56%+131%+98%
Advisory staff352
Individual clients204364221
Assets per client$2.5M$1.5M$2.2M
Clients per advisor6873111
Main custodianSchwabSchwabSchwab
Filing with the SEC since201820212021
Tools in their stack5–6
People on Advicer.bio462

From each firm's latest Form ADV (Jun 2026, Mar 2026, Jan 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 AdvisorsMeredith Wealth Planning
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)––Uses it
Client File Sharing
BoxUses it––
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
MailchimpUses it–Uses it
Planning Light
Advyzon––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
Calendly––Uses it
Website Builders
WebflowUses it–Uses it

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