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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+ Fischer Investment Strategies, LLC $251.9M · Westlake Village, CA+ Center for Wealth Management Advisory $227.8M+ D.h. Hill Advisors, Inc. $226.4M · Kingwood, TX
Austin, TX
Houston, TX
Fishkill, NY
Assets under management$239.8M$252.3M$251.9M
Asset growth, last 2 years+103%+3%+42%
Advisory staff763
Individual clients5729367
Assets per client$419K$28M$686K
Clients per advisor822122
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since202420182016
Tools in their stack2––
People on Advicer.bio3163

From each firm's latest Form ADV (Sep 2026, Mar 2026, Jan 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, LLCMurphy Wealth Management Group
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Forefront: Schwab · Jcp Investment Management, LLC: Schwab, Pershing · Murphy Wealth Management Group: LPL Financial