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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 Belmont Private Wealth (swap one in):+ Kcd Financial, Inc. $202.1M · Green Bay, WI+ J M Brown Financial Partners $202.1M · Tulsa, OK+ Godfrey Financial Associates, Inc. $182.5M · Glenmont, NY+ Summit Wealth Group, LLC $182.5M · Tulsa, OK
Chesterfield, MO
Springboro, OH
Plymouth, MN
Assets under management$192.1M$202M$201.9M
Asset growth, last 2 years––+42%
Advisory staff333
Individual clients29272136
Assets per client$6.6M$743K$1.5M
Clients per advisor109145
Main custodianSchwabFidelitySchwab
Filing with the SEC since202420242021
Tools in their stack2–5
People on Advicer.bio333

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

ToolBelmont Private WealthMccarthy Wealth & Tax AdvisorsGreat River Financial
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Mailchimp––Uses it
Email & Office Suites
Microsoft 365Uses it––
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Belmont Private Wealth: Schwab · Mccarthy Wealth & Tax Advisors: Fidelity · Great River Financial: Schwab