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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+ Abound Financial $428M · Granite Bay, CA+ 1836 Asset Management, LLC $386.6M · Garland, TX+ Promus Advisors $384.6M · Dallas, TX
Dallas, TX
Fort Worth, TX
Orlando, FL
Assets under management$406.9M$430.4M$428.1M
Asset growth, last 2 years+29%+73%–
Advisory staff355
Individual clients–429179
Assets per client–$1M$2.4M
Clients per advisor–8636
Main custodianJ.P. MorganPershingSchwab
Filing with the SEC since202320192023
Tools in their stack–42
People on Advicer.bio286

From each firm's latest Form ADV (Mar 2026, Aug 2026, Apr 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, LLCHaven Private
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Fifth Force Management: J.P. Morgan, UBS · Swmg, LLC: Pershing, Schwab · Haven Private: Schwab