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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):+ Clay Northam Wealth Management $354.9M · Huntington Beach, CA+ Williams Financial Group $354.8M · Mobile, AL+ Awm Financial Services Inc. $320.6M · The Woodlands, TX+ Tradewell Tax & Financial $320.4M · Fort Wayne, IN
Memphis, TN
Seneca, SC
Santa Monica, CA
Assets under management$337.9M$354.9M$321M
Asset growth, last 2 years+73%+17%+11%
Advisory staff422
Individual clients1332426
Assets per client$2.5M$1.5M$53.5M
Clients per advisor331213
Main custodianFidelityPershingJ.P. Morgan
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–––
People on Advicer.bio52–

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Commerce Advisors, LLC: Fidelity, Schwab · Hanover Advisors, Inc: Pershing · Hw Capital LLC: J.P. Morgan