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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+ Gateway Asset Management, LLC $70.6M · Independence, OH
Centerville, OH
Locust Valley, NY
Dublin, OH
Assets under management$74.8M$78.5M$70.8M
Asset growth, last 2 years–−31%–
Advisory staff141
Individual clients703330
Assets per client$1.1M$2.4M$2.4M
Clients per advisor70830
Main custodian–––
Filing with the SEC since202620222026
Tools in their stack111
People on Advicer.bio131

From each firm's latest Form ADV (Mar 2026, Feb 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 WealthTruly Prosper Financial Planning LLC
Schedule Apps
CalendlyUses it–Uses it
Website Builders
Wix–Uses it–