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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):+ Broadview Wealth Management, LLC $154.9M+ Vega Capital Group LLC $154.9M+ Chipser Wealth Management, LLC $140M · Destin, FL+ Howland and Associates, LLC $138.7M · St Petersburg, FL
Lutz, FL
Altamonte Springs,, FL
Clearwater, FL
Assets under management$147.4M$156.4M$155.8M
Asset growth, last 2 years+9%+20%–
Advisory staff262
Individual clients11468193
Assets per client$1.3M$2.3M$807K
Clients per advisor571197
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack––4
People on Advicer.bio362

From each firm's latest Form ADV (Mar 2026, Apr 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 GenerationUnify Financial Advisors
Custodial Platform
Charles Schwab––Uses it
Interactive Brokers––Uses it
CRM
SS&C Black Diamond––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it

Custodians on Form ADV: Edmp, Inc.: Schwab · 401k Generation: Schwab · Unify Financial Advisors: Schwab