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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 Emissary Wealth (swap one in):+ Tepp Wealth Management $195.7M · Westfield, NJ+ Liberty Financial Group, Inc. $194.3M · Elm Grove, WI+ Profusion Private Wealth $175.7M · St. Louis, MO+ Macke Financial Advisory Group $175.7M · Fort Myers, FL
Hackensack, NJ
Marlton, NJ
Greenwood Village, CO
Assets under management$185.1M$196.4M$175.6M
Asset growth, last 2 years+58%+19%–
Advisory staff442
Individual clients229190150
Assets per client$808K$1M$1.2M
Clients per advisor574875
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120132024
Tools in their stack–3–
People on Advicer.bio642

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.

ToolEmissary WealthFriedenthal Financial, LLCDowning Street Wealth Management LLC
CRM
Envestnet Tamarac–Uses it–
Risk Tolerance
Tolerisk–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Emissary Wealth: Schwab · Friedenthal Financial, LLC: Schwab · Downing Street Wealth Management LLC: Schwab, Pershing