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 Wickham Financial & Insurance Services (swap one in):+ Campbell Financial Partners, LLC $202.7M · Fort Myers, FL+ Wernau Asset Management $202.6M · Gloucester, MA+ Magnolia Wealth Management LLC $183.3M · Dothan, AL+ George M. Hiller Companies, LLC $183M · Atlanta, GA
Marietta, GA
Hauppauge, NY
Needham, MA
Assets under management$193M$202.7M$202.8M
Asset growth, last 2 years+34%−88%+29%
Advisory staff353
Individual clients308199227
Assets per client$626K$1M$893K
Clients per advisor1034076
Main custodianSchwabAmerican Trust CustodySchwab
Filing with the SEC since20202012 or earlier2018
Tools in their stack1––
People on Advicer.bio353

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

ToolWickham Financial & Insurance ServicesCfm Advisors IncForness Financial LLC
Custodial Platform
Charles SchwabUses it––

Custodians on Form ADV: Wickham Financial & Insurance Services: Schwab · Cfm Advisors Inc: American Trust Custody · Forness Financial LLC: Schwab