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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 Latitude Advisors, LLC (swap one in):+ Hedeker Wealth LLC $595.1M · Lincolnshire, IL+ Virtus Wealth Solutions $594.9M · Cranford, NJ+ Arkfeld Wealth Strategies, L.l.c. $538M · Omaha, NE+ Weaver Capital Management, LLC $537.8M · Suwanee, GA
Hunt Valley, MD
Exeter, NH
Assets under management$566.5M$595M$595.1M
Asset growth, last 2 years+66%+68%+34%
Advisory staff6523
Individual clients1,525264461
Assets per client$371K$2.3M$1.3M
Clients per advisor23132154
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio6624

From each firm's latest Form ADV (Apr 2026, Feb 2026, Sep 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.

ToolLatitude Advisors, LLCPerspective Wealth ManagementAffinity Investment Group, LLC
CRM
Envestnet Tamarac––Uses it
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Latitude Advisors, LLC: Fidelity · Perspective Wealth Management: Schwab · Affinity Investment Group, LLC: Schwab