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 Dean Wealth Management, LLC (swap one in):+ Integrity Private Wealth Advisors, LLC $54.1M · Dallas, TX+ Wealth Solutions, Inc. $53.7M · The Woodlands, TX+ Apogee Financial Services Group, Inc. $48.5M · Moorestown, NJ+ Mark Muecke Capital Management, LLC $48.3M · San Antonio, TX
Lindale, TX
Fort Worth, TX
San Antonio, TX
Assets under management$51.1M$53.8M$48.3M
Asset growth, last 2 years––+21%
Advisory staff312
Individual clients1028919
Assets per client$501K$604K$2.5M
Clients per advisor348910
Main custodian–––
Filing with the SEC since202620262019
Tools in their stack–2–
People on Advicer.bio311

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

ToolDean Wealth Management, LLCCf FinancialSouthwestern Money Management LLC
CRM
HubSpot–Uses it–
Planning Light
Advyzon–Uses it–