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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):+ Heritage Capital, LLC $146.9M · Woodbridge, CT+ 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
Norwood, MA
Assets under management$139.8M$146.9M$146.9M
Asset growth, last 2 years+42%+44%+38%
Advisory staff511
Individual clients31260182
Assets per client$448K$2.4M$807K
Clients per advisor6260182
Main custodian–FidelitySchwab
Filing with the SEC since201620222012 or earlier
Tools in their stack1–3
People on Advicer.bio511

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

ToolJemma Financial ServicesBucher Wealth AdvisorsProficient Wealth Counselors, LLC
Custodial Platform
Charles SchwabUses it–Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Jemma Financial Services: none listed · Bucher Wealth Advisors: Fidelity · Proficient Wealth Counselors, LLC: Schwab