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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 Weaver Capital Management, LLC (swap one in):+ First Fiduciary Investment Counsel Inc $565.5M · Cleveland, OH+ Friedlander & Co Inc $564.8M · Milwaukee, WI+ Fidato Wealth LLC $510.8M · Middleburg Heights, OH+ First Advisors National, LLC $505.9M · Atlanta, GA
Suwanee, GA
Palm Beach Gardens, FL
Assets under management$537.8M$565.3M$510.8M
Asset growth, last 2 years+60%+53%+50%
Advisory staff372
Individual clients203393192
Assets per client$2.6M$1.4M$2.7M
Clients per advisor685696
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack–12
People on Advicer.bio383

From each firm's latest Form ADV (Jun 2026, May 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

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.

ToolWeaver Capital Management, LLCAtticus Wealth ManagementShoker Investments
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Weaver Capital Management, LLC: Schwab · Atticus Wealth Management: Schwab · Shoker Investments: Schwab