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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 American Wealth Management (swap one in):+ Creekmur Asset Management, LLC $800M · Morton, IL+ Veracity Capital LLC $799.8M · Atlanta, GA+ Jmac Enterprises LLC $722.4M · Newtown, PA+ Materetsky Financial Group $720.8M · Boynton Beach, FL
Reno, NV
Carlsbad, CA
Denver, CO
Assets under management$760.5M$800M$722.5M
Asset growth, last 2 years+34%+64%+92%
Advisory staff559
Individual clients873581483
Assets per client$871K$1.4M$1.5M
Clients per advisor17511654
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20182018
Tools in their stack3–4
People on Advicer.bio559

From each firm's latest Form ADV (Jun 2026, Jan 2026, Apr 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.

ToolAmerican Wealth ManagementFinancial Focus LLCClear Creek Advisors
Financial Planning
eMoney––Uses it
Envestnet MoneyGuideUses it––
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses it–Uses it
Portfolio Management
FinFolio––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: American Wealth Management: none listed · Financial Focus LLC: Schwab, AssetMark, Principal 401k · Clear Creek Advisors: Schwab