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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):+ Afg Fiduciary Services $166.3M · Hingham, MA+ Retirement Resources, LLC $166.1M · Auburn Hills, MI+ Atlantis Wealth Advisors LLC $150.2M · Maumee, OH+ Harborfront Financial Group $149M · Ludington, MI
Jenison, MI
Northville, MI
Green Bay, WI
Assets under management$158.2M$166.3M$150.3M
Asset growth, last 2 years+47%+42%+60%
Advisory staff332
Individual clients316248459
Assets per client$501K$671K$327K
Clients per advisor10583230
Main custodianAltruistRaymond JamesLPL Financial
Filing with the SEC since202420162021
Tools in their stack1––
People on Advicer.bio312

From each firm's latest Form ADV (Mar 2026, Feb 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, LLCTitletown Wealth Management, LLC
Website Builders
WixUses it––

Custodians on Form ADV: Graetz Wealth: Altruist, Schwab · Great Lakes Wealth, LLC: Raymond James · Titletown Wealth Management, LLC: LPL Financial, Schwab