Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Jacobsma Financial (swap one in):+ Lel Investment LLC $100K · Long Island City, NY+ Haddock Capital LLC $99K+ Smaart LLC $85K · Hialeah, FL+ Arroit Services Inc $84K
Philadelphia, PA
Assets under management$92K$99K$100K
Asset growth, last 2 years–––
Advisory staff116
Individual clients0189
Assets per client–$99K$1K
Clients per advisor–115
Main custodian–––
Filing with the SEC since202620262023
Tools in their stack–17
People on Advicer.bio116

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

ToolJacobsma FinancialUnicorn ConsultingWealth More Enterprise, Inc.
CRM
Redtail––Uses it
SS&C Black Diamond––Uses it
Compliance
Claude for Financial Advisors––Uses it
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Retirement Planning
Income Lab––Uses it