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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 Financial Symmetry Inc. (swap one in):+ Pasadena Private Wealth, LLC $1.62B · Pasadena, CA+ Bloom Advisors $1.62B · Farmington Hills, MI+ Activest Wealth Management, LLC $1.46B · Aventura, FL+ Ironsides Asset Advisors, LLC $1.42B · Rocky Mount, NC
Raleigh, NC
Novi, MI
Charlotte, NC
Assets under management$1.54B$1.62B$1.42B
Asset growth, last 2 years+53%+77%+50%
Advisory staff15710
Individual clients872759270
Assets per client$1.8M$2.1M$5.3M
Clients per advisor5810827
Main custodianPershingRaymond JamesSchwab
Filing with the SEC since2012 or earlier20212019
Tools in their stack–13
People on Advicer.bio16910

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

ToolFinancial Symmetry Inc.The Nemes Rush Group, LLCMbl Advisors
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)–Uses it–
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Financial Symmetry Inc.: Pershing · The Nemes Rush Group, LLC: Raymond James, Pershing · Mbl Advisors: Schwab