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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+ Alpha & Omega $40.3M · La Mesa, CA+ Carty Financial, Inc. $40.2M
Boca Raton, FL
Tampa, FL
Needham, MA
Assets under management$42.4M$44.7M$40.2M
Asset growth, last 2 years+273%––
Advisory staff131
Individual clients21611241
Assets per client$196K$399K$981K
Clients per advisor2163741
Main custodianInteractive Brokers––
Filing with the SEC since201520262026
Tools in their stack––1
People on Advicer.bio131

From each firm's latest Form ADV (Oct 2026, Apr 2026, May 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.

ToolAdvise FinancialAmerican Family Legacy GroupSw Private Wealth, LLC
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Advise Financial: Interactive Brokers, Schwab · American Family Legacy Group: none listed · Sw Private Wealth, LLC: none listed