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 Gramercy Park Wealth Advisors, LLC (swap one in):+ Coordinated Wealth Management, L.l.c. $113.9M · Hendersonville, TN+ Tollefson and Company Investment Management LLC $113.7M+ Peak Investment Advisors, Inc. $102.7M · Germantown, MD+ Clearview Financial $102.6M · Richmond, VA
Fairlawn, OH
Assets under management$108.1M$113.6M$113.6M
Asset growth, last 2 years–+112%−14%
Advisory staff431
Individual clients19810318
Assets per client$546K$1.1M$6.3M
Clients per advisor503418
Main custodian––Fidelity
Filing with the SEC since20262012 or earlier2023
Tools in their stack–––
People on Advicer.bio461

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

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

Custodians on Form ADV: Gramercy Park Wealth Advisors, LLC: none listed · Scofield & Company, LLC: none listed · Broadwealth LLC: Fidelity