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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+ Fortitude Financial LLC $281.5M · Spokane, WA
San Antonio, TX
San Antonio, TX
Clearwater, FL
Assets under management$296.4M$311.9M$281.5M
Asset growth, last 2 years+75%+63%+17%
Advisory staff343
Individual clients651349204
Assets per client$455K$894K$1.4M
Clients per advisor2178768
Main custodianSchwab–Interactive Brokers
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack––3
People on Advicer.bio343

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., LLCSuccessful Portfolios LLC
Custodial Platform
Charles Schwab––Uses it
Interactive Brokers––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Best Invest: Schwab · Glass Wealth Management Co., LLC: none listed · Successful Portfolios LLC: Interactive Brokers, Schwab