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 Partners (swap one in):+ Fifth Set Private Wealth Management LLC $160.3M+ The Wealth Group, LTD $160.2M · Raleigh, NC+ Davis, Davis and Conover Wealth Management, LLC $144.9M · Nashville, TN+ Vision Capital & Management $144.8M
Westerville, OH
Foxboro, MA
Assets under management$152.5M$160.2M$144.8M
Asset growth, last 2 years+96%–+26%
Advisory staff331
Individual clients60293115
Assets per client$253K$1.7M$1.3M
Clients per advisor20131115
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220242012 or earlier
Tools in their stack41–
People on Advicer.bio331

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.

ToolVirtus Financial PartnersHarding Financial GroupBetro Mileszko & Company
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Planning Light
Advyzon–Uses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Virtus Financial Partners: Schwab · Harding Financial Group: Schwab · Betro Mileszko & Company: Schwab