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):+ Hedeker Wealth LLC $595.1M · Lincolnshire, IL+ Affinity Investment Group, LLC $595.1M · Exeter, NH+ Redmond Asset Management, LLC $537.2M · Henrico, VA+ Hinds Financial Group Inc $536.9M · Lakewood, CO
Logan, UT
Hunt Valley, MD
Cranford, NJ
Assets under management$565.8M$595M$594.9M
Asset growth, last 2 years−6%+68%–
Advisory staff1124
Individual clients691264307
Assets per client$819K$2.3M$1.9M
Clients per advisor6313277
Main custodianFidelitySchwabFidelity
Filing with the SEC since20172012 or earlier2024
Tools in their stack–––
People on Advicer.bio1023

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Adams Wealth Advisors: Fidelity, Interactive Brokers, Schwab · Perspective Wealth Management: Schwab · Virtus Wealth Solutions: Fidelity