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 Deane Retirement Strategies, Inc. (swap one in):+ Welch Investment Group, LLC $263.8M · Grants Pass, OR+ Chokshi & Queen Wealth Advisors $263.3M · San Diego, CA+ Sector Analysts LLC $238.2M · Allentown, PA+ Fortune 45, LLC. $237.7M · Gonzales, LA
New Orleans, LA
Jackson, MS
Assets under management$250.7M$263.4M$263.8M
Asset growth, last 2 years+26%+83%+75%
Advisory staff3614
Individual clients137183633
Assets per client$1.8M$1.4M$417K
Clients per advisor463145
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack3––
People on Advicer.bio3516

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

ToolDeane Retirement Strategies, Inc.MyecfoBankplus Wealth Advisors
Advisor Lead Gen
Fee-Only NetworkUses it––
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––

Custodians on Form ADV: Deane Retirement Strategies, Inc.: Schwab · Myecfo: Schwab · Bankplus Wealth Advisors: Schwab