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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):+ J M Brown Financial Partners $202.1M · Tulsa, OK+ Great River Financial $201.9M · Plymouth, MN+ Godfrey Financial Associates, Inc. $182.5M · Glenmont, NY+ Summit Wealth Group, LLC $182.5M · Tulsa, OK
Chesterfield, MO
Springboro, OH
Green Bay, WI
Assets under management$192.1M$202M$202.1M
Asset growth, last 2 years––+15%
Advisory staff3327
Individual clients292721,257
Assets per client$6.6M$743K$161K
Clients per advisor109147
Main custodianSchwabFidelityTrade-PMR
Filing with the SEC since202420242017
Tools in their stack2––
People on Advicer.bio3338

From each firm's latest Form ADV (Sep 2026, Feb 2026, Aug 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 AdvisorsKcd Financial, Inc.
CRM
Envestnet TamaracUses it––
Email & Office Suites
Microsoft 365Uses it––

Custodians on Form ADV: Belmont Private Wealth: Schwab · Mccarthy Wealth & Tax Advisors: Fidelity · Kcd Financial, Inc.: Trade-PMR, SEI, Hilltop Securities Inc., 3d/L Capital Management, LLC, AssetMark