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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+ Amuni Financial, Inc. $194.6M · St Petersburg, FL+ Profusion Private Wealth $175.7M · St. Louis, MO+ Macke Financial Advisory Group $175.7M · Fort Myers, FL
Hackensack, NJ
Marlton, NJ
Elm Grove, WI
Assets under management$185.1M$196.4M$194.3M
Asset growth, last 2 years+58%+19%+70%
Advisory staff441
Individual clients229190238
Assets per client$808K$1M$816K
Clients per advisor5748238
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120132012 or earlier
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, LLCLiberty Financial Group, Inc.
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 · Liberty Financial Group, Inc.: Schwab, TIAA-Cref Financial Services, American Funds/Capital Group