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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):+ Aim Advisors, LLC $158.2M · Raleigh, NC+ 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
East Syracuse, NY
Assets under management$150.7M$158.2M$158.3M
Asset growth, last 2 years+25%+47%+26%
Advisory staff232
Individual clients41316126
Assets per client$3.7M$501K$1.3M
Clients per advisor2110563
Main custodianPershingAltruistSchwab
Filing with the SEC since202120242019
Tools in their stack215
People on Advicer.bio232

From each firm's latest Form ADV (Mar 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 WealthBpc Advisors LLC
Website Builders
Wix–Uses itUses it
SquarespaceUses it––
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
AdvyzonUses it––
Schedule Apps
Calendly––Uses it

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