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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 Harbor Asset Planning, Inc. (swap one in):+ Concordia Wealth Management, LLC $197.1M · Concord, MA+ Schwallier Wealth Management $197M · Grand Rapids, MI+ Silicon Private Wealth, LLC $177.8M+ Smb Financial Services, Inc. $177.8M · Portland, OR
Scottsdale, AZ
Assets under management$187.3M$196.8M$196.7M
Asset growth, last 2 years+49%+254%+6%
Advisory staff115
Individual clients9921204
Assets per client$1.9M$9.4M$964K
Clients per advisor992141
Main custodian––Shareholders Service Group, LLC
Filing with the SEC since202420142012 or earlier
Tools in their stack1–2
People on Advicer.bio213

From each firm's latest Form ADV (Jan 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.

ToolHarbor Asset Planning, Inc.Rei Wealth ManagementBradley Wealth LLC
Custodial Platform
Wealthscape (Fidelity)Uses it––
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Harbor Asset Planning, Inc.: none listed · Rei Wealth Management: none listed · Bradley Wealth LLC: Shareholders Service Group, LLC