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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 Ahara Advisors (swap one in):+ Michael Traxler Wealth Management, LLC $194.7M · New Prague, MN+ Sensible Portfolios, LLC $194.7M+ Sfi Advisors, LLC $176M · Montclair, NJ+ Philadelphia Investment Partners, LLC $176M · Voorhees, NJ
Jersey City, NJ
Marlton, NJ
Westfield, NJ
Assets under management$185.4M$196.4M$195.7M
Asset growth, last 2 years–+19%–
Advisory staff243
Individual clients55190149
Assets per client$3.4M$1M$1.3M
Clients per advisor284850
Main custodianFidelitySchwabFidelity
Filing with the SEC since202420132024
Tools in their stack332
People on Advicer.bio243

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

ToolAhara AdvisorsFriedenthal Financial, LLCTepp Wealth Management
Website Builders
SquarespaceUses it––
Webflow–Uses it–
Client File Sharing
ShareFile––Uses it
CRM
Envestnet Tamarac–Uses it–
Performance Reporting
AddeparUses it––
Risk Tolerance
Tolerisk–Uses it–
Schedule Apps
CalendlyUses it–Uses it

Custodians on Form ADV: Ahara Advisors: Fidelity, Schwab · Friedenthal Financial, LLC: Schwab · Tepp Wealth Management: Fidelity, Altruist