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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):+ Integrated Planning & Wealth Management, LLC $119.4M+ Virtus Financial Group $119.4M · Olivette, MO+ Alternative Capitalis, LLC $107.8M · Wrentham, MA+ Adaptfirst Investments LLC $107.8M
Santa Rosa, CA
Atlanta, GA
Assets under management$113.6M$119.3M$119.3M
Asset growth, last 2 years−14%+24%−36%
Advisory staff123
Individual clients1852176
Assets per client$6.3M$2.3M$678K
Clients per advisor182659
Main custodianFidelitySchwabTrade-PMR
Filing with the SEC since202320232018
Tools in their stack–22
People on Advicer.bio123

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, LLCCmc Financial Group, LLC
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Orion–Uses itUses it

Custodians on Form ADV: Broadwealth LLC: Fidelity · Enspire Wealth Management, LLC: Schwab · Cmc Financial Group, LLC: Trade-PMR