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 Apriem Advisors (swap one in):+ Mjp Wealth Advisors $1.56B · Farmington, CT+ Sherman Portfolios $1.56B · Coeur D'alene, ID+ Silicon Valley Retirement Services, LLC $1.4B · San Jose, CA+ Occidental Asset Management, LLC $1.4B · Burlingame, CA
Irvine, CA
Richmond, VA
Portage, MI
Assets under management$1.48B$1.56B$1.56B
Asset growth, last 2 years+41%+24%+60%
Advisory staff14138
Individual clients1,0607471,369
Assets per client$1.4M$2.1M$1.1M
Clients per advisor7657171
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack3–1
People on Advicer.bio13148

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

ToolApriem AdvisorsGodsey & Gibb Wealth ManagementLvm Capital Management LTD
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Apriem Advisors: Schwab · Godsey & Gibb Wealth Management: Schwab · Lvm Capital Management LTD: Schwab