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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 Forefront (swap one in):+ Bradley & Company Private Wealth Management, LLC $252M+ Murphy Wealth Management Group $251.9M · Fishkill, NY+ Center for Wealth Management Advisory $227.8M+ D.h. Hill Advisors, Inc. $226.4M · Kingwood, TX
Austin, TX
Houston, TX
Westlake Village, CA
Assets under management$239.8M$252.3M$251.9M
Asset growth, last 2 years+103%+3%+63%
Advisory staff765
Individual clients5729418
Assets per client$419K$28M$603K
Clients per advisor82284
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420182012 or earlier
Tools in their stack2–4
People on Advicer.bio3164

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.

ToolForefrontJcp Investment Management, LLCFischer Investment Strategies, LLC
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)––Uses it
Custodial Platform
Charles SchwabUses it–Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Forefront: Schwab · Jcp Investment Management, LLC: Schwab, Pershing · Fischer Investment Strategies, LLC: Schwab