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 Atticus Wealth Management (swap one in):+ Perspective Wealth Management $595M · Hunt Valley, MD+ Outlook Wealth Advisors, LLC $593.7M · The Woodlands, TX+ Jacksonville Wealth Management $533.5M · Jacksonville, FL+ Ceeto Capital Group, LLC $531.4M · Coral Gables, FL
Palm Beach Gardens, FL
Cranford, NJ
West Palm Beach, FL
Assets under management$565.3M$594.9M$533.7M
Asset growth, last 2 years+53%–+20%
Advisory staff742
Individual clients39330727
Assets per client$1.4M$1.9M$19.8M
Clients per advisor567714
Main custodianSchwabFidelity–
Filing with the SEC since201820242012 or earlier
Tools in their stack1––
People on Advicer.bio83–

From each firm's latest Form ADV (May 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.

ToolAtticus Wealth ManagementVirtus Wealth SolutionsAffiliated Private Investors LLC
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Atticus Wealth Management: Schwab · Virtus Wealth Solutions: Fidelity · Affiliated Private Investors LLC: none listed