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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
Scotch Plains, NJ
Assets under management$409.6M$430.4M$388.8M
Asset growth, last 2 years+27%+73%+123%
Advisory staff453
Individual clients451429621
Assets per client$908K$1M$626K
Clients per advisor11386207
Main custodianFidelityPershingWells Fargo
Filing with the SEC since2012 or earlier20192023
Tools in their stack–41
People on Advicer.bio484

From each firm's latest Form ADV (Mar 2026, Aug 2026, Apr 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, LLCRedwood Financial Planning, LLC
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
Digital Marketing
Mailchimp––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 · Redwood Financial Planning, LLC: Wells Fargo