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RIA comparison · SEC Form ADV

Apollon Wealth Management, LLC vs Apella Wealth

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Apollon Wealth Management, LLC is the larger of the two, with $12B in regulatory assets to $11B at Apella Wealth, 5% more than its rival, by their latest Form ADV filings. Apollon Wealth Management, LLC reports more individual clients (8,310 vs 8,139) and its clients also hold more on average (about $1.3 million each against $1.3 million). Apollon Wealth Management, LLC is based in Mount Pleasant, South Carolina and Apella Wealth in West Hartford, Connecticut.

FigureApollon Wealth Management, LLCApella Wealth
Regulatory AUM$12B$11B
National rank#84#86
HeadquartersMount Pleasant, South CarolinaWest Hartford, Connecticut
Individual clients8,3108,139
High-net-worth clients2,6973,591
Average client assets$1.3 million$1.3 million
Accounts24,98424,058
Discretionary97% of AUM79% of AUM
Employees199179
Advisory staff11588
Clients per advisory employee7292
Offices5238
Form ADV filed2026-09-152026-09-08

Apollon Wealth Management, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Apella Wealth

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses

How it’s paid

  • A percentage of assets under management
  • Other

Questions

Which is bigger, Apollon Wealth Management, LLC or Apella Wealth?

Apollon Wealth Management, LLC, with $12B in regulatory assets under management against $11B at Apella Wealth. Nationally they rank #84 and #86 among 5,657 independent wealth management RIAs.

How many clients do Apollon Wealth Management, LLC and Apella Wealth have?

Apollon Wealth Management, LLC reports 8,310 individual clients (2,697 high-net-worth) with 115 advisory employees; Apella Wealth reports 8,139 (3,591 high-net-worth) with 88 advisory employees.

How do Apollon Wealth Management, LLC and Apella Wealth charge clients?

Only Apollon Wealth Management, LLC lists hourly charges; fixed fees on Form ADV. Only Apella Wealth lists other forms of compensation. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Apollon Wealth Management, LLC and Apella Wealth offer?

Apollon Wealth Management, LLC lists portfolio management for pooled investment vehicles; pension consulting; selecting other advisers, which Apella Wealth does not. Both offer financial planning; portfolio management for individuals and small businesses.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Apollon Wealth Management, LLC ↗, Apella Wealth ↗. How to check a financial advisor →