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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 Firstrust (swap one in):+ Semus Wealth Partners, LLC $262.7M · Boca Raton, FL+ Newport Wealth Advisors, Inc. $262.6M · Newport Beach, CA+ Leicht Financial Planning and Wealth Management $237.4M · Parsippany, NJ+ Pento Portfolio Strategies, LLC $237.3M · Naples, FL
Daytona Beach, FL
Winter Park, FL
Leawood, KS
Assets under management$250M$265.3M$237.4M
Asset growth, last 2 years+25%+17%+53%
Advisory staff551
Individual clients12713891
Assets per client$2M$1.9M$2.6M
Clients per advisor252891
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack12–
People on Advicer.bio531

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

ToolFirstrustSpraker West Wealth Management, IncEverest Wealth Management
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Firstrust: Schwab · Spraker West Wealth Management, Inc: Schwab · Everest Wealth Management: Fidelity