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 Ellis Investment Partners, LLC (swap one in):+ Whalerock Point Partners, LLC $1.04B · West Palm Beach, FL+ Rogers Wealth Group, Inc. $1.04B · Fort Worth, TX+ Stonebrook Private LLC $937M · Northville, MI+ Wick Capital Partners, LLC $929.7M · Wayne, PA
Berwyn, PA
Lancaster, PA
Harmony, PA
Assets under management$986.8M$1.05B$1.04B
Asset growth, last 2 years+42%+42%+24%
Advisory staff18169
Individual clients7863,036495
Assets per client$1.3M$347K$2.1M
Clients per advisor4419055
Main custodianFidelitySchwabRBC
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio19189

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Ellis Investment Partners, LLC: Fidelity · Faithward Advisors, LLC: Schwab · Rodgers Brothers, Inc.: RBC, Schwab