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 Naviter Wealth, LLC (swap one in):+ Center for Financial Planning Inc $1.97B · Southfield, MI+ The Norden Group LLC $1.97B · Provo, UT+ Aegis Capital Corp. $1.78B · New York, NY+ Stephens Group Asset Management, LLC $1.7B · Little Rock, AR
Little Rock, AR
Fayetteville, AR
Savannah, GA
Assets under management$1.87B$1.97B$1.97B
Asset growth, last 2 years+43%+78%+22%
Advisory staff131411
Individual clients3321,051621
Assets per client$5.6M$1.9M$3.2M
Clients per advisor267556
Main custodianSchwabSchwabSchwab
Filing with the SEC since20202012 or earlier2015
Tools in their stack––2
People on Advicer.bio162013

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

ToolNaviter Wealth, LLCGreenwood Gearhart, LLCThe Fiduciary Group
CRM
HubSpot––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Naviter Wealth, LLC: Schwab · Greenwood Gearhart, LLC: Schwab · The Fiduciary Group: Schwab, Fidelity