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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 Gratus Wealth Advisors LLC (swap one in):+ Wellfull $866.4M · Harleysville, PA+ Carson Advisory Group $864.9M · Athens, GA+ Factor Wealth Management $781M · Chicago, IL+ New Vernon Wealth Management LLC $781M · Highland Park, IL
Virginia Beach, VA
Providence, RI
Assets under management$822.2M$865.6M$866.1M
Asset growth, last 2 years+39%−52%+41%
Advisory staff655
Individual clients4316284
Assets per client$1.9M$14M$10.3M
Clients per advisor721217
Main custodianSchwabPershingFidelity
Filing with the SEC since202320222018
Tools in their stack31–
People on Advicer.bio635

From each firm's latest Form ADV (Sep 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

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.

ToolGratus Wealth Advisors LLCHampshire Family OfficeCanton Hathaway LLC
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles SchwabUses it––
Portfolio Management
OrionUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Gratus Wealth Advisors LLC: Schwab · Hampshire Family Office: Pershing · Canton Hathaway LLC: Fidelity