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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 Friday Financial (swap one in):+ Diker Management LLC $430M · New York, NY+ Power Wealth Management $429.9M · Alpharetta, GA+ Lbj Family Wealth Advisors, LTD. $388.8M · Austin, TX+ Redwood Financial Planning, LLC $388.8M · Scotch Plains, NJ
Dubuque, IA
Waterloo, IA
Boynton Beach, FL
Assets under management$409.3M$431.7M$430.1M
Asset growth, last 2 years+217%+79%+23%
Advisory staff6107
Individual clients279894242
Assets per client$1.5M$483K$1.8M
Clients per advisor478935
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420172012 or earlier
Tools in their stack343
People on Advicer.bio32105

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

ToolFriday FinancialFsb Premier Wealth Management, Inc.Castle Wealth Management
Client File Sharing
ShareFile––Uses it
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses itUses it
Financial Planning
eMoneyUses it––
Planning Light
Advyzon––Uses it
Portfolio Management
OrionUses it––
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Friday Financial: Schwab · Fsb Premier Wealth Management, Inc.: Schwab · Castle Wealth Management: Schwab