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 Adams Wealth Advisors (swap one in):+ Affinity Investment Group, LLC $595.1M · Exeter, NH+ 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
Atlanta, GA
Assets under management$565.8M$595M$536.2M
Asset growth, last 2 years−6%+68%+40%
Advisory staff1126
Individual clients691264210
Assets per client$819K$2.3M$2.6M
Clients per advisor6313235
Main custodianFidelitySchwabSchwab
Filing with the SEC since20172012 or earlier2019
Tools in their stack––3
People on Advicer.bio1024

From each firm's latest Form ADV (Oct 2026, Feb 2026, Mar 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 ManagementNovapoint Capital LLC
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Adams Wealth Advisors: Fidelity, Interactive Brokers, Schwab · Perspective Wealth Management: Schwab · Novapoint Capital LLC: Schwab