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 Verus Financial Group (swap one in):+ Greenbelt Investment Advisors, LLC $167M · Round Rock, TX+ Strategic Financial Management, LLC $166.8M+ Unified Investment Management $150.6M · Atlanta, GA+ Old Bridge Wealth, Inc $150.6M · Syosset, NY
Sugar Land, TX
Dallas, TX
Assets under management$158.7M$167.1M$150.7M
Asset growth, last 2 years+58%−16%+25%
Advisory staff432
Individual clients38711841
Assets per client$410K$1.4M$3.7M
Clients per advisor973921
Main custodianSchwab–Pershing
Filing with the SEC since20242012 or earlier2021
Tools in their stack112
People on Advicer.bio432

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

ToolVerus Financial GroupSchlindwein Associates LLCVeritas Wealth Partners, LLC
Website Builders
Squarespace––Uses it
WebflowUses it––
Planning Light
Advyzon–Uses itUses it

Custodians on Form ADV: Verus Financial Group: Schwab · Schlindwein Associates LLC: none listed · Veritas Wealth Partners, LLC: Pershing