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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):+ Arrowroot Family Office, LLC $430.7M · Marina Del Rey, CA+ White Pine Capital LLC $430.6M · Bloomington, MN+ Avisen Advisors, LLC $389M · Sacramento, CA+ Lbj Family Wealth Advisors, LTD. $388.8M · Austin, TX
South Burlington, VT
Fort Worth, TX
Boynton Beach, FL
Assets under management$409.6M$430.4M$430.1M
Asset growth, last 2 years+27%+73%+23%
Advisory staff457
Individual clients451429242
Assets per client$908K$1M$1.8M
Clients per advisor1138635
Main custodianFidelityPershingSchwab
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack–43
People on Advicer.bio485

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

ToolBroadlake Financial ManagementSwmg, LLCCastle Wealth Management
Custodial Platform
Charles Schwab–Uses itUses it
NetX360 (Pershing)–Uses it–
Client File Sharing
ShareFile––Uses it
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Broadlake Financial Management: Fidelity, Schwab · Swmg, LLC: Pershing, Schwab · Castle Wealth Management: Schwab