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 Commerce Advisors, LLC (swap one in):+ Clay Northam Wealth Management $354.9M · Huntington Beach, CA+ 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
Fort Wayne, IN
Assets under management$337.9M$354.9M$320.4M
Asset growth, last 2 years+73%+17%–
Advisory staff424
Individual clients133242441
Assets per client$2.5M$1.5M$727K
Clients per advisor33121110
Main custodianFidelityPershing–
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack––1
People on Advicer.bio525

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

ToolCommerce Advisors, LLCHanover Advisors, IncTradewell Tax & Financial
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Commerce Advisors, LLC: Fidelity, Schwab · Hanover Advisors, Inc: Pershing · Tradewell Tax & Financial: none listed