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 Entelechy (swap one in):+ Live Oak Investment Partners $266.4M · Austin, TX+ Harbour Wealth Management Group, Inc. $266.2M · Daniel Island, SC+ Richmond Brothers, Inc. $240.6M · Jackson, MI+ Barker Wealth Management, LLC $240.6M · Camas, WA
Dallas, TX
Matthews, NC
Assets under management$253.3M$266.1M$266M
Asset growth, last 2 years–+67%+85%
Advisory staff124
Individual clients80273240
Assets per client$3.2M$975K$1.1M
Clients per advisor8013760
Main custodianSchwabSchwabFidelity
Filing with the SEC since202420212021
Tools in their stack–––
People on Advicer.bio114

From each firm's latest Form ADV (Feb 2026, Jul 2026, Jan 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: Entelechy: Schwab · Wisniewski Wealth Management: Schwab · Tassel Capital Management, Inc: Fidelity