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 Loftin Wealth Partners (swap one in):+ Pace Financial Advisors $362.1M · Hillsboro, OR+ Briggs Wealth Management, Inc. $362M · Glastonbury, CT+ Latko Wealth Management, LTD. $327.2M · Frankfort, IL+ Greenwood Family Advisors LLC $327.1M · Miami, FL
Johns Creek, GA
Atlanta, GA
Alpharetta, GA
Assets under management$344.5M$365.2M$326.9M
Asset growth, last 2 years+47%+24%+4%
Advisory staff6412
Individual clients387216573
Assets per client$890K$1.7M$570K
Clients per advisor655448
Main custodianLPL FinancialFidelityLPL Financial
Filing with the SEC since201920202013
Tools in their stack–7–
People on Advicer.bio6515

From each firm's latest Form ADV (Jun 2026, Oct 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.

ToolLoftin Wealth PartnersRegimen Wealth, LLCMpwm Advisory Solutions LLC
Advisory Fee Billing
AdvicePay–Uses it–
Client File Sharing
Box–Uses it–
CRM
HubSpot–Uses it–
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Performance Reporting
Addepar–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Loftin Wealth Partners: LPL Financial · Regimen Wealth, LLC: Fidelity · Mpwm Advisory Solutions LLC: LPL Financial, Schwab