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 Papamarkou Wellner Perkin Advisors (swap one in):+ Dover Advisors, LLC $375.7M+ Marin Bay Wealth Advisors, LLC $375.6M · San Anselmo, CA+ Aza Capital Management $339.6M · Chicago, IL+ Ap Wealth Management $339.6M · Augusta, GA
New York, NY
Eden Prairie, MN
Malta, NY
Assets under management$357.5M$375.4M$375.4M
Asset growth, last 2 years+8%+95%+54%
Advisory staff1174
Individual clients961381,043
Assets per client$3.7M$2.7M$360K
Clients per advisor920261
Main custodianPershingFidelityFidelity
Filing with the SEC since2012 or earlier20192020
Tools in their stack12–
People on Advicer.bio885

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

ToolPapamarkou Wellner Perkin AdvisorsAbbey StreetRetirement Planning Group, LLC
Custodial Platform
NetX360 (Pershing)Uses it––
E-Signature
Adobe Sign–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Papamarkou Wellner Perkin Advisors: Pershing, Wilmington Trust Corporation · Abbey Street: Fidelity · Retirement Planning Group, LLC: Fidelity