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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 Comprehensive Financial Consultants (swap one in):+ Concordia Wealth Management, LLC $197.1M · Concord, MA+ Schwallier Wealth Management $197M · Grand Rapids, MI+ Silicon Private Wealth, LLC $177.8M+ Smb Financial Services, Inc. $177.8M · Portland, OR
Cicero, IN
Scottsdale, AZ
Assets under management$187.3M$196.8M$196.7M
Asset growth, last 2 years–+254%+6%
Advisory staff315
Individual clients37621204
Assets per client$498K$9.4M$964K
Clients per advisor1252141
Main custodianSchwab–Shareholders Service Group, LLC
Filing with the SEC since202420142012 or earlier
Tools in their stack––2
People on Advicer.bio413

From each firm's latest Form ADV (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.

ToolComprehensive Financial ConsultantsRei Wealth ManagementBradley Wealth LLC
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Comprehensive Financial Consultants: Schwab · Rei Wealth Management: none listed · Bradley Wealth LLC: Shareholders Service Group, LLC