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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):+ Matheson & Rock Wealth Management, LLC $530M · Davenport, IA+ Denver Wealth Management, Inc. $529.8M · Denver, CO+ Keener Financial Planning $479M · Keller, TX+ Meredith Wealth Planning $478.7M · Maryville, IL
Parsippany, NJ
Tinton Falls, NJ
Waltham, MA
Assets under management$504.5M$534.4M$529.8M
Asset growth, last 2 years+56%+131%+76%
Advisory staff359
Individual clients204364493
Assets per client$2.5M$1.5M$1.1M
Clients per advisor687355
Main custodianSchwabSchwabFidelity
Filing with the SEC since201820212020
Tools in their stack5––
People on Advicer.bio468

From each firm's latest Form ADV (Jun 2026, Mar 2026, May 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 AdvisorsPension & Wealth Management Advisors
Client File Sharing
BoxUses it––
Digital Marketing
MailchimpUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Accretive Wealth Partners, LLC: Schwab · Mezzasalma Advisors: Schwab · Pension & Wealth Management Advisors: Fidelity