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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 Apricus Wealth LLC (swap one in):+ Norris Financial Group, LLC $353M · Greenville, SC+ Grattan Financial Strategies, Inc. $352.8M · San Gabriel, CA+ Antoine Williams & Associates Wealth Management, LLC $318.9M · Shelburne, VT+ Breen Wealth Management, LLC $318.8M · Petaluma, CA
Beaufort, SC
Seneca, SC
Greenville, SC
Assets under management$335.7M$354.9M$317.3M
Asset growth, last 2 years+100%+17%+37%
Advisory staff425
Individual clients100242383
Assets per client$3.4M$1.5M$828K
Clients per advisor2512177
Main custodianSchwabPershingSchwab
Filing with the SEC since20222012 or earlier2021
Tools in their stack2––
People on Advicer.bio425

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

ToolApricus Wealth LLCHanover Advisors, IncBca Private Wealth, Inc.
Financial Planning
eMoneyUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Apricus Wealth LLC: Schwab · Hanover Advisors, Inc: Pershing · Bca Private Wealth, Inc.: Schwab