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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 Cross Financial Advisors (swap one in):+ Cleveland Wealth, LLC $506.6M · Cleveland, OH+ Onyx Financial Advisors, LLC $506.4M · Idaho Falls, ID+ Global Wealth Strategies and Associates, LLC $457M · Denver, CO+ Smith Financial $456.9M · Kokomo, IN
Portland, OR
St. Louis, MO
East Norriton, PA
Assets under management$481.8M$506.2M$506.2M
Asset growth, last 2 years+39%+34%+37%
Advisory staff11404
Individual clients1,8311,565482
Assets per client$263K$323K$1.1M
Clients per advisor16639121
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since201720192016
Tools in their stack1–2
People on Advicer.bio12384

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

ToolCross Financial AdvisorsFinancial & Tax Architects, LLCBluesphere Advisors LLC
Financial Planning
eMoney––Uses it
Planning Light
Advyzon––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Cross Financial Advisors: LPL Financial · Financial & Tax Architects, LLC: Schwab · Bluesphere Advisors LLC: Schwab