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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 Atticus Wealth Management (swap one in):+ Perspective Wealth Management $595M · Hunt Valley, MD+ Outlook Wealth Advisors, LLC $593.7M · The Woodlands, TX+ Affiliated Private Investors LLC $533.7M · West Palm Beach, FL+ Jacksonville Wealth Management $533.5M · Jacksonville, FL
Palm Beach Gardens, FL
Cranford, NJ
Exeter, NH
Assets under management$565.3M$594.9M$595.1M
Asset growth, last 2 years+53%–+34%
Advisory staff743
Individual clients393307461
Assets per client$1.4M$1.9M$1.3M
Clients per advisor5677154
Main custodianSchwabFidelitySchwab
Filing with the SEC since201820242012 or earlier
Tools in their stack1–2
People on Advicer.bio834

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

ToolAtticus Wealth ManagementVirtus Wealth SolutionsAffinity Investment Group, LLC
CRM
Envestnet Tamarac––Uses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Atticus Wealth Management: Schwab · Virtus Wealth Solutions: Fidelity · Affinity Investment Group, LLC: Schwab