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 Round Table Financial (swap one in):+ Worthen Financial Advisors $47.9M · Friendswood, TX+ The Hatlestad Group $47.9M · Edina, MN+ Fletching Arrows Wealth Management LLC $43.3M · Loveland, CO+ Physicians Wealth Solutions, LLC $43.3M · Columbus, OH
Little Rock, AR
Quebec City, Quebec
Assets under management$45.6M$47.9M$47.9M
Asset growth, last 2 years––+69%
Advisory staff314
Individual clients262811
Assets per client$1.8M$1.7M$4.4M
Clients per advisor9283
Main custodian––Interactive Brokers
Filing with the SEC since201920262021
Tools in their stack–––
People on Advicer.bio31–

From each firm's latest Form ADV (Mar 2026, Feb 2026, Dec 2025). 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: Round Table Financial: none listed · Brightpath Financial, Inc.: none listed · Dubeau Capital USA Inc.: Interactive Brokers