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 The Delta Group (swap one in):+ Templeman Wealth Management Inc. $52M · Rancho Santa Margarita, CA+ Rocco R. Santomenno $51.7M+ Encompass Advisors, LTD. $46.7M · Brevard, NC+ Lcv Advisors LLC $46.7M
Sonoma, CA
Burbank, CA
Ankeny, IA
Assets under management$49.2M$51.7M$46.7M
Asset growth, last 2 years+25%––
Advisory staff102
Individual clients2957223
Assets per client$1.7M$907K$209K
Clients per advisor29–112
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack––2
People on Advicer.bio212

From each firm's latest Form ADV (Dec 2025, May 2026, Jun 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

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.

ToolThe Delta GroupConvey Wealth LLCUncommon Wealth Partners, LLC
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it