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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 Commerce Advisors, LLC (swap one in):+ Tompkins & Co. $355M+ Williams Financial Group $354.8M · Mobile, AL+ Hw Capital LLC $321M · Santa Monica, CA+ Awm Financial Services Inc. $320.6M · The Woodlands, TX
Memphis, TN
Seneca, SC
Huntington Beach, CA
Assets under management$337.9M$354.9M$354.9M
Asset growth, last 2 years+73%+17%+43%
Advisory staff422
Individual clients133242420
Assets per client$2.5M$1.5M$845K
Clients per advisor33121210
Main custodianFidelityPershingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio522

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

ToolCommerce Advisors, LLCHanover Advisors, IncClay Northam Wealth Management
Performance Reporting
AssetBook––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Commerce Advisors, LLC: Fidelity, Schwab · Hanover Advisors, Inc: Pershing · Clay Northam Wealth Management: Schwab