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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 Wealthwise Advisors (swap one in):+ Parker Wealth Management, LLC $16.5M · Windsor, CT+ Maredin Wealth Advisors $16.5M+ Bluering Advisors, Inc $14.9M+ Elle Investment Group LLC $14.9M · Greensburg, PA
Media, PA
New York, NY
Briarcliff Manor, NY
Assets under management$15.7M$16.5M$16.5M
Asset growth, last 2 years––+24%
Advisory staff222
Individual clients387526
Assets per client$413K$220K$634K
Clients per advisor193813
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack–––
People on Advicer.bio222

From each firm's latest Form ADV (Aug 2026, Mar 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

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.