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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 Advise Financial (swap one in):+ Jkm Wealth Management Inc $44.6M · Boca Raton, FL+ Lighthouse Capital, LLC $44.5M · Boston, MA+ Sw Private Wealth, LLC $40.2M · Needham, MA+ Carty Financial, Inc. $40.2M
Boca Raton, FL
Tampa, FL
La Mesa, CA
Assets under management$42.4M$44.7M$40.3M
Asset growth, last 2 years+273%–+37%
Advisory staff132
Individual clients216112137
Assets per client$196K$399K$294K
Clients per advisor2163769
Main custodianInteractive Brokers–SEI
Filing with the SEC since201520262012 or earlier
Tools in their stack–––
People on Advicer.bio132

From each firm's latest Form ADV (Oct 2026, Apr 2026, Jul 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: Advise Financial: Interactive Brokers, Schwab · American Family Legacy Group: none listed · Alpha & Omega: SEI, Fidelity