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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+ Four Financial Management $162.7M · Ann Arbor, MI+ Wealthpoint Advisors $147.1M · Cramerton, NC+ Elite Life Management LLC $147M · Erie, PA
St. Petersburg, FL
Canonsburg, PA
Assets under management$154.9M$162.7M$162.7M
Asset growth, last 2 years––+40%
Advisory staff172
Individual clients7479214
Assets per client$2.1M$2.1M$760K
Clients per advisor7411107
Main custodianSchwabSchwabFidelity
Filing with the SEC since202420242023
Tools in their stack––3
People on Advicer.bio172

From each firm's latest Form ADV (Apr 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.

ToolBroadview Wealth Management, LLCSagace Wealth ManagementMain Advisory, Inc.
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Broadview Wealth Management, LLC: Schwab, Fidelity · Sagace Wealth Management: Schwab · Main Advisory, Inc.: Fidelity, Axos Clearing