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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 Fifth Force Management (swap one in):+ Lega Z Advisory LLC $428.4M+ Haven Private $428.1M · Orlando, FL+ 1836 Asset Management, LLC $386.6M · Garland, TX+ Promus Advisors $384.6M · Dallas, TX
Dallas, TX
Fort Worth, TX
Granite Bay, CA
Assets under management$406.9M$430.4M$428M
Asset growth, last 2 years+29%+73%+21%
Advisory staff352
Individual clients–429525
Assets per client–$1M$815K
Clients per advisor–86263
Main custodianJ.P. MorganPershingLPL Financial
Filing with the SEC since202320192023
Tools in their stack–42
People on Advicer.bio283

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

ToolFifth Force ManagementSwmg, LLCAbound Financial
Custodial Platform
Charles Schwab–Uses it–
LPL Financial (ClientWorks)––Uses it
NetX360 (Pershing)–Uses it–
Financial Planning
eMoney–Uses itUses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Fifth Force Management: J.P. Morgan, UBS · Swmg, LLC: Pershing, Schwab · Abound Financial: LPL Financial