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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+ Salus Financial Advisors $262.6M+ Everest Wealth Management $237.4M · Leawood, KS+ Pento Portfolio Strategies, LLC $237.3M · Naples, FL
Daytona Beach, FL
Winter Park, FL
Newport Beach, CA
Assets under management$250M$265.3M$262.6M
Asset growth, last 2 years+25%+17%–
Advisory staff556
Individual clients1271381,193
Assets per client$2M$1.9M$220K
Clients per advisor2528199
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack12–
People on Advicer.bio536

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

ToolFirstrustSpraker West Wealth Management, IncNewport Wealth Advisors, Inc.
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 · Newport Wealth Advisors, Inc.: Schwab