Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Firstmetric (swap one in):+ Preston Wealth Advisors, LLC. $286M · Reston, VA+ Omnistar Financial Group, Inc. $285.7M · Wilmington, NC+ Nabity-Jensen Investment Management, Inc. $258.5M · Omaha, NE+ Mcdonough Capital Management, Inc. $258.2M · Orlando, FL
Troy, MI
Spokane, WA
Valdosta, GA
Assets under management$272.1M$285.8M$258.4M
Asset growth, last 2 years−2%+32%+64%
Advisory staff146
Individual clients48572494
Assets per client$5.7M$500K$523K
Clients per advisor4814382
Main custodianSchwabSchwabSchwab
Filing with the SEC since201720202019
Tools in their stack–24
People on Advicer.bio146

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

ToolFirstmetricFinancial Forum, Inc.Bush Wealth Management
Client File Sharing
ShareFile–Uses it–
CRM
HubSpot––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Firstmetric: Schwab, Vanguard, My529 Plan, Fidelity · Financial Forum, Inc.: Schwab · Bush Wealth Management: Schwab