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 Calvert Wealth Management, Inc. (swap one in):+ Financial Architects, LLC $199.2M · Woodstock, GA+ Nestlerode & Loy, Inc. $199.1M · State College, PA+ Fleisher, Martin $180.1M+ My Wealth Management, Inc $178.7M · Germantown, MD
Dunkirk, MD
Boca Raton, FL
Torrington, CT
Assets under management$189.6M$199.1M$199.1M
Asset growth, last 2 years+50%+69%+51%
Advisory staff312
Individual clients360213192
Assets per client$527K$935K$1M
Clients per advisor12021396
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier20222022
Tools in their stack–1–
People on Advicer.bio323

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

ToolCalvert Wealth Management, Inc.Rwa AdvisorsBarron Financial Group, LLP
Schedule Apps
OnceHub–Uses it–

Custodians on Form ADV: Calvert Wealth Management, Inc.: Fidelity · Rwa Advisors: Schwab, Cuna Brokerage Services, Inc. · Barron Financial Group, LLP: Fidelity, Capital Client Group, Inc.