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.

Bargeld Financial
Brookwood Financial Services
Affluence

	Bargeld Financial Media, PA	Brookwood Financial Services Oscoda, MI	Affluence
Assets under management	$251K	$266K	$238K
Asset growth, last 2 years	–	–	–
Advisory staff	1	1	1
Individual clients	8	5	–
Assets per client	$31K	$53K	–
Clients per advisor	8	5	–
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2026
Tools in their stack	2	3	–
People on Advicer.bio	1	1	1

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