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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):+ Main Advisory, Inc. $162.7M · Canonsburg, PA+ Four Financial Management $162.7M · Ann Arbor, MI+ Elite Life Management LLC $147M · Erie, PA+ The Prosperity People $147M · Bellevue, KY
St. Petersburg, FL
Cramerton, NC
Assets under management$154.9M$162.7M$147.1M
Asset growth, last 2 years–––
Advisory staff174
Individual clients7479375
Assets per client$2.1M$2.1M$392K
Clients per advisor741194
Main custodianSchwabSchwab–
Filing with the SEC since202420242024
Tools in their stack––3
People on Advicer.bio173

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

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 ManagementWealthpoint Advisors
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Broadview Wealth Management, LLC: Schwab, Fidelity · Sagace Wealth Management: Schwab · Wealthpoint Advisors: none listed