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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 Mcculley Financial Group, LLC (swap one in):+ Safir Wealth Advisors, LLC $198.2M+ Hoffmann Hermanson $198.1M · Denver, CO+ Dolan Capital Advisors, LLC $179.1M · Charlotte, NC+ Mirretti Perryman Wealth Strategies, LLC $178.9M · Skokie, IL
Westchester, IL
Hawthorn Woods, IL
Thousand Oaks, CA
Assets under management$188.7M$198.3M$198.4M
Asset growth, last 2 years+51%+43%+32%
Advisory staff143
Individual clients141443191
Assets per client$1.3M$448K$1M
Clients per advisor14111164
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since202420212018
Tools in their stack––3
People on Advicer.bio142

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

ToolMcculley Financial Group, LLCPmg Wealth ManagementCedarstone Advisors
CRM
Envestnet Tamarac––Uses it
TAMP
Savant Wealth Partners––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Mcculley Financial Group, LLC: Schwab · Pmg Wealth Management: LPL Financial · Cedarstone Advisors: Schwab