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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 Broadlake Financial Management (swap one in):+ White Pine Capital LLC $430.6M · Bloomington, MN+ Castle Wealth Management $430.1M · Boynton Beach, FL+ Avisen Advisors, LLC $389M · Sacramento, CA+ Lbj Family Wealth Advisors, LTD. $388.8M · Austin, TX
South Burlington, VT
Fort Worth, TX
Marina Del Rey, CA
Assets under management$409.6M$430.4M$430.7M
Asset growth, last 2 years+27%+73%+39%
Advisory staff4510
Individual clients4514291,413
Assets per client$908K$1M$305K
Clients per advisor11386141
Main custodianFidelityPershingSchwab
Filing with the SEC since2012 or earlier20192021
Tools in their stack–42
People on Advicer.bio4812

From each firm's latest Form ADV (Mar 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.

ToolBroadlake Financial ManagementSwmg, LLCArrowroot Family Office, LLC
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow––Uses it

Custodians on Form ADV: Broadlake Financial Management: Fidelity, Schwab · Swmg, LLC: Pershing, Schwab · Arrowroot Family Office, LLC: Schwab