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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 Assetgrade, LLC (swap one in):+ Hanover Advisors, Inc $354.9M · Seneca, SC+ Resurgent Advisors $354.7M · Atlanta, GA+ Awm Financial Services Inc. $320.6M · The Woodlands, TX+ Sawyer & Co Inc $320.1M · Boston, MA
Boston, MA
Mobile, AL
Fort Wayne, IN
Assets under management$337.7M$354.8M$320.4M
Asset growth, last 2 years+33%+41%–
Advisory staff324
Individual clients165585441
Assets per client$2M$606K$727K
Clients per advisor55293110
Main custodianFidelitySchwab–
Filing with the SEC since202020202024
Tools in their stack3–1
People on Advicer.bio335

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

ToolAssetgrade, LLCWilliams Financial GroupTradewell Tax & Financial
Custodial Platform
Charles Schwab––Uses it
VanguardUses it––
Digital Marketing
Snappy KrakenUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Assetgrade, LLC: Fidelity · Williams Financial Group: Schwab · Tradewell Tax & Financial: none listed