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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):+ Adams Financial Concepts, LLC $78.5M · Seattle, WA+ 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
Castle Rock, CO
Assets under management$74.8M$78.5M$78.6M
Asset growth, last 2 years–−31%–
Advisory staff147
Individual clients7033338
Assets per client$1.1M$2.4M$232K
Clients per advisor70848
Main custodian–––
Filing with the SEC since202620222026
Tools in their stack113
People on Advicer.bio137

From each firm's latest Form ADV (Mar 2026, Feb 2026, Oct 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 WealthFuture Capital Management Inc.
Website Builders
Squarespace––Uses it
Wix–Uses it–
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
CalendlyUses it––