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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 Breen Wealth Management, LLC (swap one in):+ The Menard Financial Group, LLC $335.3M · Houston, TX+ Trisperity Advisors, LLC $335.2M · Katy, TX+ Core Financial $301.7M · El Segundo, CA+ Westwood Wealth Management $300.4M · Los Angeles, CA
Petaluma, CA
Mill Valley, CA
Little Rock, AR
Assets under management$318.8M$336.7M$302.8M
Asset growth, last 2 years+36%−9%+37%
Advisory staff242
Individual clients17820954
Assets per client$1.8M$1.6M$5.6M
Clients per advisor895227
Main custodianSchwabSchwabRaymond James
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack413
People on Advicer.bio362

From each firm's latest Form ADV (Jul 2026, Mar 2026, May 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.

ToolBreen Wealth Management, LLCAssembly WealthClientfirst Wealth Management, LLC
Advisor Lead Gen
Comparison Adviser––Uses it
Client File Sharing
DropboxUses it––
CRM
HubSpot–Uses it–
Custodial Platform
Charles SchwabUses it––
Email & Office Suites
Microsoft 365Uses it––
Portfolio Management
OrionUses it––
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Breen Wealth Management, LLC: Schwab · Assembly Wealth: Schwab · Clientfirst Wealth Management, LLC: Raymond James