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 Bouchey Financial Group, LTD. (swap one in):+ Wellington Consulting Services Inc $1.69B · Chantilly, VA+ Petredis Investment Advisors $1.69B · Warrendale, PA+ Ascent Wealth Partners, LLC $1.52B · New Hartford, NY+ John G. Ullman & Associates, Inc $1.51B · Horseheads, NY
Troy, NY
Williamsville, NY
Rochester, NY
Assets under management$1.61B$1.73B$1.72B
Asset growth, last 2 years+38%+56%+47%
Advisory staff111850
Individual clients1,1903,2343,513
Assets per client$1.4M$535K$489K
Clients per advisor10818070
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack1–3
People on Advicer.bio112932

From each firm's latest Form ADV (Sep 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.

ToolBouchey Financial Group, LTD.Wny Asset Management, LLCNovem Group
Advisor Lead Gen
WealthtenderUses it––
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Bouchey Financial Group, LTD.: Schwab · Wny Asset Management, LLC: Schwab · Novem Group: none listed