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 Norris Financial Group, LLC (swap one in):+ Helm Investment Management, LLC $370.8M · Denver, CO+ Atala Financial Inc $370.7M · Calabasas, CA+ Personal Financial Profiles Inc $335.3M · Coral Springs, FL+ The Menard Financial Group, LLC $335.3M · Houston, TX
Greenville, SC
York, PA
Assets under management$353M$370.8M$370.9M
Asset growth, last 2 years+80%+62%+78%
Advisory staff348
Individual clients362254669
Assets per client$975K$1.5M$554K
Clients per advisor1216484
Main custodianPershingSchwabSchwab
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack2282
People on Advicer.bio439

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

ToolNorris Financial Group, LLCArcher Investment ManagementMacro Advisors, Inc.
Advisor Lead Gen
Fee-Only Network–Uses it–
Wealthtender–Uses it–
Client Data Gathering
JotformUses itUses it–
TaxStatus–Uses it–
CRM
SS&C Black Diamond––Uses it
Wealthbox–Uses it–
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)–Uses it–
Held-Away Assets
Absolute Capital–Uses it–
Pontera–Uses it–
Tax Planning
Holistiplan–Uses it–
Wealth.com–Uses it–
Advisory Fee Billing
RightPay–Uses it–
Behavior Assessments
knomee–Uses it–
Cash Management/Budgeting
Monarch–Uses it–
Client File Sharing
ShareFile–Uses it–
Client Meeting Support
Jump–Uses it–
Client Portal
Fynancial–Uses it–
Client Texting
MyRepChat–Uses it–
Communications Archiving/Monitoring
Message Watcher–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Digital Marketing
Snappy Kraken–Uses it–
Education Planning
College Aid Pro–Uses it–
Equity Compensation
StockOpter–Uses it–
Liability Planning
Sora Financial–Uses it–
Portfolio Management
Orion–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Real Estate Planning
Zilculator–Uses it–
Schedule Apps
Calendly–Uses it–
TAMP
GeoWealth–Uses it–

Custodians on Form ADV: Norris Financial Group, LLC: Pershing · Archer Investment Management: Schwab · Macro Advisors, Inc.: Schwab