Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Bona Fide Finance (swap one in):+ Redpoint Investment Advisors $16.5M+ Strategic Wealth Management LLC $16.5M · Briarcliff Manor, NY+ Bluering Advisors, Inc $14.9M+ Ross Financial Group $14.9M
New York, NY
Assets under management$15.7M$16.5M$14.9M
Asset growth, last 2 years–––
Advisory staff121
Individual clients517529
Assets per client$308K$220K$514K
Clients per advisor513829
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack6–1
People on Advicer.bio221

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

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.

ToolBona Fide FinanceRebellion ResearchBfa Wealth Management
Custodial Platform
Betterment Advisor SolutionsUses it––
Charles SchwabUses it––
Client File Sharing
ShareFileUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it–Uses it
Tax Planning
ProConnectUses it––