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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):+ Schwallier Wealth Management $197M · Grand Rapids, MI+ Bradley Wealth LLC $196.7M · Scottsdale, AZ+ Silicon Private Wealth, LLC $177.8M+ Smb Financial Services, Inc. $177.8M · Portland, OR
Cicero, IN
Folsom, CA
Assets under management$187.3M$196.8M$177.7M
Asset growth, last 2 years–+254%−28%
Advisory staff312
Individual clients37621180
Assets per client$498K$9.4M$987K
Clients per advisor1252190
Main custodianSchwab–Schwab
Filing with the SEC since202420142012 or earlier
Tools in their stack––2
People on Advicer.bio412

From each firm's latest Form ADV (Mar 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.

ToolComprehensive Financial ConsultantsRei Wealth ManagementGasber Financial Advisors, Inc
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Comprehensive Financial Consultants: Schwab · Rei Wealth Management: none listed · Gasber Financial Advisors, Inc: Schwab