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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+ Downing Street Wealth Management LLC $175.6M · Greenwood Village, CO
Hackensack, NJ
Marlton, NJ
Fort Myers, FL
Assets under management$185.1M$196.4M$175.7M
Asset growth, last 2 years+58%+19%+20%
Advisory staff442
Individual clients229190130
Assets per client$808K$1M$1.4M
Clients per advisor574865
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120132012 or earlier
Tools in their stack–33
People on Advicer.bio643

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, LLCMacke Financial Advisory Group
CRM
Envestnet Tamarac–Uses it–
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Risk Tolerance
Tolerisk–Uses it–
Schedule Apps
OnceHub––Uses it
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Emissary Wealth: Schwab · Friedenthal Financial, LLC: Schwab · Macke Financial Advisory Group: Schwab