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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 Virtus Financial Partners (swap one in):+ Old Oak Financial Planning, Inc. $160.3M · Brighton, MI+ Fifth Set Private Wealth Management LLC $160.3M+ Davis, Davis and Conover Wealth Management, LLC $144.9M · Nashville, TN+ Vision Capital & Management $144.8M
Westerville, OH
Raleigh, NC
Assets under management$152.5M$160.2M$160.2M
Asset growth, last 2 years+96%–−35%
Advisory staff335
Individual clients60293148
Assets per client$253K$1.7M$1.1M
Clients per advisor2013130
Main custodianSchwabSchwabSEI
Filing with the SEC since202220242023
Tools in their stack41–
People on Advicer.bio335

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 GroupThe Wealth Group, LTD
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 · The Wealth Group, LTD: SEI, Schwab