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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 Matthews Advisors, LLC (swap one in):+ Fwi Wealth Management LLC $60.4M+ Nfi, LLC $60.4M · Seven Fields, PA+ Unify Wealth Management LLC $54.5M · Fort Collins, CO+ Berenz Wealth Management, LLC $54.3M · Littleton, CO
Colorado Springs, CO
Parker, CO
Assets under management$57.5M$60.6M$60.4M
Asset growth, last 2 years–+228%–
Advisory staff122
Individual clients762679
Assets per client$756K$2.3M$764K
Clients per advisor761340
Main custodian–––
Filing with the SEC since202620162026
Tools in their stack–1–
People on Advicer.bio122

From each firm's latest Form ADV (Mar 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

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.

ToolMatthews Advisors, LLCConexus Capital Management, LLCSomerville Associates
CRM
SS&C Black Diamond–Uses it–