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 Unique Wealth, LLC (swap one in):+ Whalerock Point Partners, LLC $1.04B · West Palm Beach, FL+ Jt Stratford, LLC $1.01B · Gainesville, GA+ Tiempo Capital Partners $911M · Miami, FL+ Singer Wealth Advisors LLC $910.6M · Boca Raton, FL
Tampa, FL
Plantation, FL
Charlotte, NC
Assets under management$965.6M$1.02B$1.01B
Asset growth, last 2 years+54%+42%+37%
Advisory staff12615
Individual clients807644361
Assets per client$1.2M$1.6M$2.8M
Clients per advisor6710724
Main custodianPershingFidelityFidelity
Filing with the SEC since202120162019
Tools in their stack–12
People on Advicer.bio14717

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

ToolUnique Wealth, LLCMg&A WealthVerum Partners LLC
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Envestnet–Uses it–

Custodians on Form ADV: Unique Wealth, LLC: Pershing · Mg&A Wealth: Fidelity · Verum Partners LLC: Fidelity, Schwab