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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 Jemma Financial Services (swap one in):+ Proficient Wealth Counselors, LLC $146.9M · Norwood, MA+ Clf Asset Management, Inc. $146.9M · Madison, WI+ Lumida Wealth Management LLC $132.8M · Wayne, NJ+ Degreen Private Wealth, LLC $132.8M · Scottsdale, AZ
Baltimore, MD
San Mateo, CA
New York, NY
Assets under management$139.8M$146.9M$132.8M
Asset growth, last 2 years+42%+44%+246%
Advisory staff514
Individual clients312605
Assets per client$448K$2.4M$26.6M
Clients per advisor62601
Main custodian–FidelityJ.P. Morgan
Filing with the SEC since201620222017
Tools in their stack1––
People on Advicer.bio51–

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

ToolJemma Financial ServicesBucher Wealth AdvisorsAri Group, LLC
Custodial Platform
Charles SchwabUses it––

Custodians on Form ADV: Jemma Financial Services: none listed · Bucher Wealth Advisors: Fidelity · Ari Group, LLC: J.P. Morgan, Interactive Brokers