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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 Veritas Wealth Partners, LLC (swap one in):+ Bpc Advisors LLC $158.3M · East Syracuse, NY+ Fc360 Wealth Management, Inc. $158.2M · Roseville, CA+ Private Client Group Asset Management $143.1M · Gladstone, NJ+ S. R. Schill & Associates, Inc. $143.1M · Mercer Island, WA
Jenison, MI
Raleigh, NC
Assets under management$150.7M$158.2M$158.2M
Asset growth, last 2 years+25%+47%+58%
Advisory staff233
Individual clients41316186
Assets per client$3.7M$501K$851K
Clients per advisor2110562
Main custodianPershingAltruistSchwab
Filing with the SEC since202120242023
Tools in their stack211
People on Advicer.bio233

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

ToolVeritas Wealth Partners, LLCGraetz WealthAim Advisors, LLC
Website Builders
SquarespaceUses it–Uses it
Wix–Uses it–
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Veritas Wealth Partners, LLC: Pershing · Graetz Wealth: Altruist, Schwab · Aim Advisors, LLC: Schwab