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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+ Redwood Financial Planning, LLC $388.8M · Scotch Plains, NJ
South Burlington, VT
Fort Worth, TX
Austin, TX
Assets under management$409.6M$430.4M$388.8M
Asset growth, last 2 years+27%+73%+29%
Advisory staff452
Individual clients45142978
Assets per client$908K$1M$5M
Clients per advisor1138639
Main custodianFidelityPershingFidelity
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack–4–
People on Advicer.bio482

From each firm's latest Form ADV (Mar 2026, Aug 2026, Feb 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, LLCLbj Family Wealth Advisors, LTD.
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Broadlake Financial Management: Fidelity, Schwab · Swmg, LLC: Pershing, Schwab · Lbj Family Wealth Advisors, LTD.: Fidelity