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 Weigelfam (swap one in):+ Lions Wealth Management $80M · St Louis Park, MN+ Rand Group Financial $80M+ Planning Associates Wealth Management, LLC $72.3M · Metairie, LA+ Trasatti Wealth Planning, LLC $72.3M · Baltimore, MD
Palm Beach Gardens, FL
Assets under management$76.1M$80M$80M
Asset growth, last 2 years+36%––
Advisory staff212
Individual clients8914255
Assets per client$855K$5.7M$314K
Clients per advisor4514128
Main custodianSchwab––
Filing with the SEC since202020262026
Tools in their stack–––
People on Advicer.bio212

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

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

Custodians on Form ADV: Weigelfam: Schwab · Johnson, Jason L.: none listed · Digital Asset Investment Management: none listed