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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 Deane Retirement Strategies, Inc. (swap one in):+ Welch Investment Group, LLC $263.8M · Grants Pass, OR+ Bankplus Wealth Advisors $263.8M · Jackson, MS+ Sector Analysts LLC $238.2M · Allentown, PA+ Fortune 45, LLC. $237.7M · Gonzales, LA
New Orleans, LA
San Diego, CA
Assets under management$250.7M$263.4M$263.3M
Asset growth, last 2 years+26%+83%+77%
Advisory staff362
Individual clients137183678
Assets per client$1.8M$1.4M$388K
Clients per advisor4631339
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20212021
Tools in their stack3–2
People on Advicer.bio354

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.MyecfoChokshi & Queen Wealth Advisors
Advisor Lead Gen
Fee-Only NetworkUses it––
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it–Uses it
Planning Light
Advyzon––Uses it

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