Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Bradley Wealth LLC $196.7M · Scottsdale, AZ+ Silicon Private Wealth, LLC $177.8M+ Smb Financial Services, Inc. $177.8M · Portland, OR
Cicero, IN
Grand Rapids, MI
Assets under management$187.3M$196.8M$197M
Asset growth, last 2 years–+254%+37%
Advisory staff313
Individual clients37621290
Assets per client$498K$9.4M$679K
Clients per advisor1252197
Main custodianSchwab–LPL Financial
Filing with the SEC since202420142012 or earlier
Tools in their stack–––
People on Advicer.bio414

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Comprehensive Financial Consultants: Schwab · Rei Wealth Management: none listed · Schwallier Wealth Management: LPL Financial