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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):+ Castle Wealth Management $430.1M · Boynton Beach, FL+ 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
New York, NY
Assets under management$409.3M$431.7M$430M
Asset growth, last 2 years+217%+79%+8%
Advisory staff6105
Individual clients27989415
Assets per client$1.5M$483K$28.7M
Clients per advisor47893
Main custodianSchwabSchwabJ.P. Morgan
Filing with the SEC since202420172012 or earlier
Tools in their stack34–
People on Advicer.bio3210–

From each firm's latest Form ADV (Oct 2026, Mar 2026, Sep 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.Diker Management LLC
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoneyUses 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 · Diker Management LLC: J.P. Morgan