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 Elwood & Goetz (swap one in):+ The Kelly Group $1.13B · Bel Air, MD+ Mg Financial LLC $1.13B · Braintree, MA+ Jt Stratford, LLC $1.01B · Gainesville, GA+ West Paces Advisors, Inc. $1.01B · Atlanta, GA
Athens, GA
Atlanta, GA
Farmington, MI
Assets under management$1.07B$1.15B$1.02B
Asset growth, last 2 years+57%+17%+63%
Advisory staff261345
Individual clients6821,1734,363
Assets per client$1.6M$983K$234K
Clients per advisor269097
Main custodianSchwabSchwabSchwab
Filing with the SEC since20172012 or earlier2015
Tools in their stack4–1
People on Advicer.bio211341

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

ToolElwood & GoetzLongview Wealth ManagementAsset Allocation Strategies, LLC
Digital Marketing
MailchimpUses it––
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––
Website Builders
WebflowUses it–Uses it

Custodians on Form ADV: Elwood & Goetz: Schwab · Longview Wealth Management: Schwab, Fidelity · Asset Allocation Strategies, LLC: Schwab, Ipx Trust