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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+ Degreen Private Wealth, LLC $132.8M · Scottsdale, AZ+ Ari Group, LLC $132.8M · New York, NY
Baltimore, MD
San Mateo, CA
Wayne, NJ
Assets under management$139.8M$146.9M$132.8M
Asset growth, last 2 years+42%+44%+6%
Advisory staff514
Individual clients3126037
Assets per client$448K$2.4M$3.6M
Clients per advisor62609
Main custodian–FidelitySchwab
Filing with the SEC since201620222022
Tools in their stack1–4
People on Advicer.bio514

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

ToolJemma Financial ServicesBucher Wealth AdvisorsLumida Wealth Management LLC
CRM
HubSpot––Uses it
Custodial Platform
Charles SchwabUses it–Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Jemma Financial Services: none listed · Bucher Wealth Advisors: Fidelity · Lumida Wealth Management LLC: Schwab, Interactive Brokers