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 Roberts, Glore & Co. (swap one in):+ Burling Wealth Partners $1B · Chicago, IL+ Lantz Financial LLC $994.1M · Naperville, IL+ Southland Equity Partners, LLC. $891.5M+ J.p. King Advisors, Inc. $889.7M · Walnut Creek, CA
Deerfield, IL
Schaumburg, IL
Assets under management$938.4M$1B$891.2M
Asset growth, last 2 years+31%+17%+54%
Advisory staff5526
Individual clients3833,151613
Assets per client$2.5M$318K$1.5M
Clients per advisor7761102
Main custodianFidelity–Fidelity
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack145
People on Advicer.bio5575

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

ToolRoberts, Glore & Co.World Equity Group, Inc.Drucker Wealth
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
CRM
Salesforce–Uses it–
Digital Marketing
AdvisorStream––Uses it
E-Signature
Adobe Sign––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Performance Reporting
Orion––Uses it
Planning Light
AdvyzonUses it––
Schedule Apps
Calendly––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Roberts, Glore & Co.: Fidelity · World Equity Group, Inc.: none listed · Drucker Wealth: Fidelity, Altruist, Pontera Solutions, Inc.