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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 Pullen Investment Management (swap one in):+ Trimarc Wealth Management LLC $232.3M+ Econ Wealth Management $232.1M · Harrisburg, PA+ Img Wealth Management, Inc. $209.7M · Jacksonville, FL+ Shellman Investment Management, LLC $209.6M · Coral Gables, FL
Bradenton, FL
West Palm Beach, FL
Boca Raton, FL
Assets under management$221M$233M$232.2M
Asset growth, last 2 years+68%––
Advisory staff411
Individual clients84208127
Assets per client$2.6M$1.1M$1.8M
Clients per advisor21208127
Main custodianSchwabFidelitySchwab
Filing with the SEC since202320242024
Tools in their stack21–
People on Advicer.bio211

From each firm's latest Form ADV (Feb 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.

ToolPullen Investment ManagementAnchor Wealth Management Group LLCReshape Wealth
Financial Planning
eMoney–Uses it–
Portfolio Management
OrionUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Pullen Investment Management: Schwab, Fiduciary Trust International · Anchor Wealth Management Group LLC: Fidelity, Capital Group · Reshape Wealth: Schwab