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 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+ Entrust Investment Services, Inc $141.1M · Campbell, CA
Henderson, NV
Denton, TX
Louisville, KY
Assets under management$148.5M$156M$141.1M
Asset growth, last 2 years–+52%+53%
Advisory staff233
Individual clients105112446
Assets per client$1.4M$1.4M$316K
Clients per advisor5337149
Main custodianFidelityAssetMarkFidelity
Filing with the SEC since202420232021
Tools in their stack3––
People on Advicer.bio233

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 AdvisoryMercurio Wealth Advisors
Custodial Platform
Wealthscape (Fidelity)Uses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Curtis Wealth Management LLC: Fidelity · Dfs Advisory: AssetMark · Mercurio Wealth Advisors: Fidelity, Schwab