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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 Curtis Wealth Management LLC (swap one in):+ Indelible Wealth Group $156M+ Taurum Retirement Partners, LLC $155.9M · Mesa, AZ+ Littlefield Asset Management, Inc. $141.1M+ Mercurio Wealth Advisors $141.1M · Louisville, KY
Henderson, NV
Denton, TX
Campbell, CA
Assets under management$148.5M$156M$141.1M
Asset growth, last 2 years–+52%+23%
Advisory staff232
Individual clients105112166
Assets per client$1.4M$1.4M$850K
Clients per advisor533783
Main custodianFidelityAssetMarkCapital Research and Management Company
Filing with the SEC since202420232023
Tools in their stack3–2
People on Advicer.bio234

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

ToolCurtis Wealth Management LLCDfs AdvisoryEntrust Investment Services, Inc
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Curtis Wealth Management LLC: Fidelity · Dfs Advisory: AssetMark · Entrust Investment Services, Inc: Capital Research and Management Company, AssetMark, Schwab