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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 Broadwealth LLC (swap one in):+ Virtus Financial Group $119.4M · Olivette, MO+ Cmc Financial Group, LLC $119.3M · Atlanta, GA+ Alternative Capitalis, LLC $107.8M · Wrentham, MA+ Mark Smith Financial Services, Inc. $107.7M · Thousand Oaks Drive, CA
Santa Rosa, CA
Assets under management$113.6M$119.3M$107.8M
Asset growth, last 2 years−14%+24%–
Advisory staff1212
Individual clients1852584
Assets per client$6.3M$2.3M$185K
Clients per advisor182649
Main custodianFidelitySchwab–
Filing with the SEC since202320232026
Tools in their stack–21
People on Advicer.bio1211

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

ToolBroadwealth LLCEnspire Wealth Management, LLCAdaptfirst Investments LLC
Custodial Platform
Charles Schwab–Uses it–
Email & Office Suites
Microsoft 365––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Broadwealth LLC: Fidelity · Enspire Wealth Management, LLC: Schwab · Adaptfirst Investments LLC: none listed