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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 401k Generation (swap one in):+ Mutual Trust Advisory Group $165.8M · Estero, FL+ Naples Money Management LLC $164.4M · Naples, FL+ Beacon Hill Wealth Management LTD $148.6M · Victoria, Bc+ Edmp, Inc. $147.4M · Lutz, FL
Altamonte Springs,, FL
Tampa, FL
Henderson, NV
Assets under management$156.4M$165.6M$148.5M
Asset growth, last 2 years+20%+19%–
Advisory staff632
Individual clients68185105
Assets per client$2.3M$895K$1.4M
Clients per advisor116253
Main custodianSchwab–Fidelity
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack–33
People on Advicer.bio622

From each firm's latest Form ADV (Mar 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.

Tool401k GenerationWisdom Financial PlanningCurtis Wealth Management LLC
Client Data Gathering
Jotform–Uses it–
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly–Uses itUses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: 401k Generation: Schwab · Wisdom Financial Planning: none listed · Curtis Wealth Management LLC: Fidelity