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 Pursue Wealth Partners, LLC (swap one in):+ Muirfield Wealth Advisors LLC $255.8M · Charlotte, NC+ Releve Financial Group $255.6M · Scottsdale, AZ+ Wharton Midmarket Investment Advisors Inc $231.1M · Woodbridge, CT+ Sachem Investment Counsel LLC $231.1M
Wilmington, DE
Chevy Chase, MD
Assets under management$243.4M$255.6M$255.9M
Asset growth, last 2 years+17%+148%+46%
Advisory staff233
Individual clients3189319
Assets per client$7.9M$2.9M$802K
Clients per advisor1630106
Main custodianRaymond JamesSEISchwab
Filing with the SEC since202320242012 or earlier
Tools in their stack–––
People on Advicer.bio231

From each firm's latest Form ADV (Sep 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Pursue Wealth Partners, LLC: Raymond James · Delaware Wealth Planners: SEI, Schwab · Peakstone Financial Advisors: Schwab