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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):+ Laffer Tengler Investments, Inc. $800.1M · Nashville, TN+ Veracity Capital LLC $799.8M · Atlanta, GA+ Clear Creek Advisors $722.5M · Denver, CO+ Jmac Enterprises LLC $722.4M · Newtown, PA
Reno, NV
Carlsbad, CA
Morton, IL
Assets under management$760.5M$800M$800M
Asset growth, last 2 years+34%+64%+95%
Advisory staff5515
Individual clients8735811,897
Assets per client$871K$1.4M$422K
Clients per advisor175116126
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20182019
Tools in their stack3–6
People on Advicer.bio5523

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

ToolAmerican Wealth ManagementFinancial Focus LLCCreekmur Asset Management, LLC
Custodial Platform
Charles SchwabUses it–Uses it
Altruist––Uses it
Wealthscape (Fidelity)––Uses it
Client Data Gathering
Jotform––Uses it
CRM
Envestnet TamaracUses it––
Financial Planning
Envestnet MoneyGuideUses it––
Portfolio Management
Orion––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: American Wealth Management: none listed · Financial Focus LLC: Schwab, AssetMark, Principal 401k · Creekmur Asset Management, LLC: Schwab, Fidelity