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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+ Everest Wealth Management $237.4M · Leawood, KS+ Leicht Financial Planning and Wealth Management $237.4M · Parsippany, NJ
Daytona Beach, FL
Winter Park, FL
Naples, FL
Assets under management$250M$265.3M$237.3M
Asset growth, last 2 years+25%+17%+19%
Advisory staff552
Individual clients127138874
Assets per client$2M$1.9M$271K
Clients per advisor2528437
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack12–
People on Advicer.bio532

From each firm's latest Form ADV (Sep 2026, Mar 2026, May 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, IncPento Portfolio Strategies, LLC
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 · Pento Portfolio Strategies, LLC: Schwab