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 Armor Wealth Strategies, LLC (swap one in):+ Mercury Capital Management, Inc. $15.7M+ Yields for You, LLC $15.7M · Melville, NY+ Asset Growth Associates Wealth Advisors $14.2M · Beaumont, TX+ Heritage Private Wealth $14.2M · Nashville, TN
Farmington Hills, MI
Assets under management$15M$15.7M$15.8M
Asset growth, last 2 years–––
Advisory staff116
Individual clients6216939
Assets per client$242K$984K$17K
Clients per advisor6216157
Main custodian–––
Filing with the SEC since202620262021
Tools in their stack–2–
People on Advicer.bio117

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

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.

ToolArmor Wealth Strategies, LLCAmetrine WealthAtwood Financial Planning LLC
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–