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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 Total Wealth Partners (swap one in):+ Martello Retirement and Wealth, LLC $34.4M · Virginia Beach, VA+ Surepath Financial Services, LLC $34.4M · Woodstock, GA+ Vim Wealth Management, LLC $31.1M · Coral Gables, FL+ P3 Wealth Management $30.8M · Cordova, TN
Memphis, TN
Sugar Land, TX
Flemington, NJ
Assets under management$32.7M$34.4M$34.4M
Asset growth, last 2 years–––
Advisory staff202
Individual clients31788
Assets per client$1.1M$4.9M$391K
Clients per advisor16–44
Main custodian–––
Filing with the SEC since201720262026
Tools in their stack1–2
People on Advicer.bio212

From each firm's latest Form ADV (Sep 2026, Jan 2026, Aug 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

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.

ToolTotal Wealth PartnersJames G. Mcclellan CPASg Securities, LLC
Custodial Platform
Interactive BrokersUses it––
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it