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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 Enza Financial, LLC (swap one in):+ My Portfolio Guide, LLC $201M · Seal Beach, CA+ Blue Capital $200.8M · Omaha, NE+ Cannon Advisors $181.6M · Charlotte, NC+ U.s. Wealth Group, LLC $181.5M
Independence, OH
Springboro, OH
Chicago, IL
Assets under management$191.2M$202M$200.9M
Asset growth, last 2 years+73%–+16%
Advisory staff434
Individual clients198272524
Assets per client$965K$743K$383K
Clients per advisor5091131
Main custodianSchwabFidelitySchwab
Filing with the SEC since202220242020
Tools in their stack2–2
People on Advicer.bio434

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

ToolEnza Financial, LLCMccarthy Wealth & Tax AdvisorsStride Investments, LLC
Client File Sharing
ShareFileUses it––
CRM
SS&C Black DiamondUses it––
Legacy Planning
Everplans––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Enza Financial, LLC: Schwab · Mccarthy Wealth & Tax Advisors: Fidelity · Stride Investments, LLC: Schwab