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 Atlas Investment Advisors (swap one in):+ Capital and Planning, LLC $193.9M · Jonesboro, GA+ Dynamic Wealth Advisors $193.3M · Surprise, AZ+ Yoffe Investment Management, LLC $174.9M · Lemoyne, PA+ Tnt Asset Management, LLC $174.9M · Round Rock, TX
Alpharetta, GA
Columbus, GA
Atlanta, GA
Assets under management$184.1M$194M$174M
Asset growth, last 2 years–+44%+77%
Advisory staff222
Individual clients116179119
Assets per client$1.6M$1.1M$1.5M
Clients per advisor589060
Main custodianSchwabSchwabSchwab
Filing with the SEC since20242012 or earlier2022
Tools in their stack––4
People on Advicer.bio222

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

ToolAtlas Investment AdvisorsTownsend Wealth ManagementChancellor Wealth Management, Inc.
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Atlas Investment Advisors: Schwab · Townsend Wealth Management: Schwab · Chancellor Wealth Management, Inc.: Schwab