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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 Decker Wealth Management, LLC (swap one in):+ Affinity Investment Group, LLC $595.1M · Exeter, NH+ Virtus Wealth Solutions $594.9M · Cranford, NJ+ Weaver Capital Management, LLC $537.8M · Suwanee, GA+ Redmond Asset Management, LLC $537.2M · Henrico, VA
Nashville, TN
Hunt Valley, MD
Lincolnshire, IL
Assets under management$566.2M$595M$595.1M
Asset growth, last 2 years+57%+68%+62%
Advisory staff622
Individual clients320264199
Assets per client$1.8M$2.3M$3M
Clients per advisor53132100
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2––
People on Advicer.bio622

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

ToolDecker Wealth Management, LLCPerspective Wealth ManagementHedeker Wealth LLC
CRM
SS&C Black DiamondUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Decker Wealth Management, LLC: Schwab · Perspective Wealth Management: Schwab · Hedeker Wealth LLC: Schwab