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 Wealth Management Advisors, LLC (swap one in):+ Jmac Enterprises LLC $722.4M · Newtown, PA+ Rs Crum Inc. $720.7M · Newport Beach, CA+ Weber Asset Management, Inc. $651.5M · Lake Success, NY+ Monex Asset Management, Inc. $650.9M · Houston, TX
Greenville, SC
Boynton Beach, FL
Denver, CO
Assets under management$686.1M$720.8M$722.5M
Asset growth, last 2 years+81%+38%+92%
Advisory staff549
Individual clients698818483
Assets per client$983K$881K$1.5M
Clients per advisor14020554
Main custodianSchwabPershingSchwab
Filing with the SEC since201420182018
Tools in their stack–24
People on Advicer.bio549

From each firm's latest Form ADV (Mar 2026, Apr 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 Management Advisors, LLCMateretsky Financial GroupClear Creek Advisors
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)–Uses it–
Website Builders
Squarespace––Uses it
Wix–Uses it–
Financial Planning
eMoney––Uses it
Portfolio Management
FinFolio––Uses it

Custodians on Form ADV: Wealth Management Advisors, LLC: Schwab · Materetsky Financial Group: Pershing · Clear Creek Advisors: Schwab