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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 Attleboro Wealth Management LLC (swap one in):+ Financial Management Associates, LLC $135.8M · Windham, NH+ Luma Capital $135.8M · Naples, FL+ Enduring Wealth Advisors $122.8M · Temecula, CA+ Senior Tax Advisory Group, Inc. $122.8M · Colorado Springs, CO
Yardley, PA
Mount Union, PA
Radnor, PA
Assets under management$129.3M$136.7M$122.4M
Asset growth, last 2 years+157%–−17%
Advisory staff572
Individual clients14037050
Assets per client$923K$369K$2.4M
Clients per advisor285325
Main custodianSchwabSchwabFidelity
Filing with the SEC since202120242013
Tools in their stack4––
People on Advicer.bio57–

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

ToolAttleboro Wealth Management LLCWealthkare.com, Inc.V3limited LLC
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Attleboro Wealth Management LLC: Schwab · Wealthkare.com, Inc.: Schwab, Fidelity · V3limited LLC: Fidelity, Merrill