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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 Management Advisors, LLC (swap one in):+ Clear Creek Advisors $722.5M · Denver, CO+ Jmac Enterprises LLC $722.4M · Newtown, PA+ Weber Asset Management, Inc. $651.5M · Lake Success, NY+ Monex Asset Management, Inc. $650.9M · Houston, TX
Greenville, SC
Boynton Beach, FL
Newport Beach, CA
Assets under management$686.1M$720.8M$720.7M
Asset growth, last 2 years+81%+38%+23%
Advisory staff544
Individual clients698818328
Assets per client$983K$881K$2.2M
Clients per advisor14020582
Main custodianSchwabPershingSchwab
Filing with the SEC since201420182012 or earlier
Tools in their stack–21
People on Advicer.bio546

From each firm's latest Form ADV (Mar 2026, Sep 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 GroupRs Crum Inc.
CRM
Envestnet Tamarac––Uses it
Custodial Platform
NetX360 (Pershing)–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Wealth Management Advisors, LLC: Schwab · Materetsky Financial Group: Pershing · Rs Crum Inc.: Schwab