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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 Adams Wealth Advisors (swap one in):+ Hedeker Wealth LLC $595.1M · Lincolnshire, IL+ Virtus Wealth Solutions $594.9M · Cranford, NJ+ Redmond Asset Management, LLC $537.2M · Henrico, VA+ Hinds Financial Group Inc $536.9M · Lakewood, CO
Logan, UT
Hunt Valley, MD
Exeter, NH
Assets under management$565.8M$595M$595.1M
Asset growth, last 2 years−6%+68%+34%
Advisory staff1123
Individual clients691264461
Assets per client$819K$2.3M$1.3M
Clients per advisor63132154
Main custodianFidelitySchwabSchwab
Filing with the SEC since20172012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio1024

From each firm's latest Form ADV (Oct 2026, Feb 2026, Sep 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.

ToolAdams Wealth AdvisorsPerspective Wealth ManagementAffinity Investment Group, LLC
CRM
Envestnet Tamarac––Uses it
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Adams Wealth Advisors: Fidelity, Interactive Brokers, Schwab · Perspective Wealth Management: Schwab · Affinity Investment Group, LLC: Schwab