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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 Wealth Accel (swap one in):+ Future Capital Management Inc. $78.6M · Castle Rock, CO+ Hart Financial, LLC $78.5M · Akron, CO+ Great Lakes Benefits and Wealth Management $71M · Sandusky, OH+ Truly Prosper Financial Planning LLC $70.8M · Dublin, OH
Centerville, OH
Locust Valley, NY
Seattle, WA
Assets under management$74.8M$78.5M$78.5M
Asset growth, last 2 years–−31%+30%
Advisory staff141
Individual clients7033110
Assets per client$1.1M$2.4M$714K
Clients per advisor708110
Main custodian––Interactive Brokers
Filing with the SEC since202620222021
Tools in their stack111
People on Advicer.bio131

From each firm's latest Form ADV (Mar 2026, Feb 2026, Jul 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.

ToolWealth AccelBruderman Private WealthAdams Financial Concepts, LLC
Digital Marketing
Mailchimp––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Wealth Accel: none listed · Bruderman Private Wealth: none listed · Adams Financial Concepts, LLC: Interactive Brokers