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 Virtus Financial Group (swap one in):+ Oak Street Investments $125.5M · Greenwood Village, CO+ Berkeley Advisors, Inc. $125.3M · Atlanta, GA+ Compass Private Wealth Group LLC $113.3M · Short Hills, NJ+ Compass Wealth $111.9M · St. Louis, MO
Olivette, MO
Springfield, MO
Draper, UT
Assets under management$119.4M$126.5M$125.4M
Asset growth, last 2 years+384%+739%−15%
Advisory staff528
Individual clients230209905
Assets per client$519K$605K$139K
Clients per advisor46105113
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120182018
Tools in their stack––1
People on Advicer.bio528

From each firm's latest Form ADV (Apr 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.

ToolVirtus Financial GroupHickory Wealth Management, LLCLone Peak Advisers
Website Builders
Wix––Uses it

Custodians on Form ADV: Virtus Financial Group: Schwab · Hickory Wealth Management, LLC: Schwab · Lone Peak Advisers: Schwab, Jackson National Life Distributors LLC, AssetMark, Interactive Brokers