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 Wellfull (swap one in):+ Strategic Planning Group $910.3M · Bountiful, UT+ Clayton Wealth Partners $909.8M · Topeka, KS+ Gratus Wealth Advisors LLC $822.2M · Virginia Beach, VA+ Absolute Capital Management, LLC $812.1M · Pittsburgh, PA
Harleysville, PA
Lafayette, LA
Westwood, NJ
Assets under management$866.4M$910M$822.4M
Asset growth, last 2 years+73%+35%+5%
Advisory staff7524
Individual clients7846052,566
Assets per client$1.1M$1.5M$320K
Clients per advisor112121107
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since20172012 or earlier2017
Tools in their stack–––
People on Advicer.bio11625

From each firm's latest Form ADV (Mar 2026, Oct 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: Wellfull: Schwab · Cullen Investment Group: Raymond James · Fortis Group Advisors LLC: Schwab, LPL Financial