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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 Best Invest (swap one in):+ Bonner & Smith, LLC $314.8M · Lubbock, TX+ Nfwm $311.9M · Plano, TX+ Trinity Wealth Advisors LLC $281.5M · St. Louis, MO+ Successful Portfolios LLC $281.5M · Clearwater, FL
San Antonio, TX
San Antonio, TX
Spokane, WA
Assets under management$296.4M$311.9M$281.5M
Asset growth, last 2 years+75%+63%+21%
Advisory staff342
Individual clients651349408
Assets per client$455K$894K$690K
Clients per advisor21787204
Main custodianSchwab–LPL Financial
Filing with the SEC since20182012 or earlier2021
Tools in their stack––4
People on Advicer.bio344

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

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.

ToolBest InvestGlass Wealth Management Co., LLCFortitude Financial LLC
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Best Invest: Schwab · Glass Wealth Management Co., LLC: none listed · Fortitude Financial LLC: LPL Financial, Schwab