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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 Broadleaf Partners, LLC (swap one in):+ Harvey Capital Management Inc $579.4M · Palm Beach, FL+ Epg Wealth Management LLC $579.1M · Atlanta, GA+ Financial Gravity Asset Management, Inc. $523.4M · Austin, TX+ Park Edge Advisors, LLC $522.5M · Cleveland, OH
Hudson, OH
Lawrence, KS
Denver, CO
Assets under management$551.3M$579M$578.9M
Asset growth, last 2 years+34%+20%+78%
Advisory staff4313
Individual clients227605564
Assets per client$2.4M$957K$1M
Clients per advisor5720243
Main custodianSchwabWells FargoFidelity
Filing with the SEC since2012 or earlier20192021
Tools in their stack131
People on Advicer.bio3413

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

ToolBroadleaf Partners, LLCMattern Wealth Management LLCEdgerock Wealth Management
CRM
HubSpotUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Envestnet––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Broadleaf Partners, LLC: Schwab · Mattern Wealth Management LLC: Wells Fargo, Schwab · Edgerock Wealth Management: Fidelity