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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 Edmp, Inc. (swap one in):+ Unify Financial Advisors $155.8M · Clearwater, FL+ Vega Capital Group LLC $154.9M+ Chipser Wealth Management, LLC $140M · Destin, FL+ Cliveden Capital Management, LLC $140M
Lutz, FL
Altamonte Springs,, FL
St Petersburg, FL
Assets under management$147.4M$156.4M$138.7M
Asset growth, last 2 years+9%+20%+211%
Advisory staff264
Individual clients1146863
Assets per client$1.3M$2.3M$2.2M
Clients per advisor571116
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio364

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

ToolEdmp, Inc.401k GenerationHowland and Associates, LLC
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Edmp, Inc.: Schwab · 401k Generation: Schwab · Howland and Associates, LLC: none listed