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+ Fortis Group Advisors LLC $822.4M · Westwood, NJ+ Absolute Capital Management, LLC $812.1M · Pittsburgh, PA
Harleysville, PA
Lafayette, LA
Virginia Beach, VA
Assets under management$866.4M$910M$822.2M
Asset growth, last 2 years+73%+35%+39%
Advisory staff756
Individual clients784605431
Assets per client$1.1M$1.5M$1.9M
Clients per advisor11212172
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since20172012 or earlier2023
Tools in their stack––3
People on Advicer.bio1166

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.

ToolWellfullCullen Investment GroupGratus Wealth Advisors LLC
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Wellfull: Schwab · Cullen Investment Group: Raymond James · Gratus Wealth Advisors LLC: Schwab