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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):+ Onyx Financial Advisors, LLC $506.4M · Idaho Falls, ID+ Bluesphere Advisors LLC $506.2M · East Norriton, PA+ Global Wealth Strategies and Associates, LLC $457M · Denver, CO+ Smith Financial $456.9M · Kokomo, IN
Portland, OR
St. Louis, MO
Cleveland, OH
Assets under management$481.8M$506.2M$506.6M
Asset growth, last 2 years+39%+34%−34%
Advisory staff11403
Individual clients1,8311,565396
Assets per client$263K$323K$1.3M
Clients per advisor16639132
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since201720192019
Tools in their stack1–1
People on Advicer.bio12383

From each firm's latest Form ADV (Sep 2026, Jun 2026, Jul 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, LLCCleveland Wealth, LLC
CRM
SS&C Black Diamond––Uses it
Website Builders
WixUses it––

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