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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 Graetz Wealth (swap one in):+ Conway Partners $166.3M+ Retirement Resources, LLC $166.1M · Auburn Hills, MI+ Titletown Wealth Management, LLC $150.3M · Green Bay, WI+ Harborfront Financial Group $149M · Ludington, MI
Jenison, MI
Northville, MI
Hingham, MA
Assets under management$158.2M$166.3M$166.3M
Asset growth, last 2 years+47%+42%−22%
Advisory staff333
Individual clients316248159
Assets per client$501K$671K$1M
Clients per advisor1058353
Main custodianAltruistRaymond JamesFidelity
Filing with the SEC since202420162020
Tools in their stack1–2
People on Advicer.bio313

From each firm's latest Form ADV (Mar 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.

ToolGraetz WealthGreat Lakes Wealth, LLCAfg Fiduciary Services
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Wealthscape (Fidelity)––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Graetz Wealth: Altruist, Schwab · Great Lakes Wealth, LLC: Raymond James · Afg Fiduciary Services: Fidelity