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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 Broadview Wealth Management, LLC (swap one in):+ Five Eleven Partners $162.7M · Garden City, NY+ Main Advisory, Inc. $162.7M · Canonsburg, PA+ Wealthpoint Advisors $147.1M · Cramerton, NC+ Elite Life Management LLC $147M · Erie, PA
St. Petersburg, FL
Ann Arbor, MI
Assets under management$154.9M$162.7M$162.7M
Asset growth, last 2 years––+42%
Advisory staff176
Individual clients7479353
Assets per client$2.1M$2.1M$461K
Clients per advisor741159
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since202420242023
Tools in their stack–––
People on Advicer.bio176

From each firm's latest Form ADV (Apr 2026, Feb 2026, Mar 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Broadview Wealth Management, LLC: Schwab, Fidelity · Sagace Wealth Management: Schwab · Four Financial Management: LPL Financial