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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 Merit Financial Advisors (swap one in):+ Summit Financial, LLC $26.35B · Parsippany, NJ+ 1919 Investment Counsel, LLC $26.04B · Baltimore, MD+ Seia $22.54B · Los Angeles, CA+ Lincoln Investment $21.99B · Fort Washington, PA
Alpharetta, GA
Atlanta, GA
Palo Alto, CA
Assets under management$23.88B$30.16B$25.5B
Asset growth, last 2 years+229%+98%+41%
Advisory staff2291522
Individual clients20,0404,8080
Assets per client$1.2M$6.3M–
Clients per advisor8832–
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since2012 or earlier20212018
Tools in their stack56–
People on Advicer.bio2951701

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

ToolMerit Financial AdvisorsHb WealthH&H International Investment, LLC
Custodial Platform
Charles SchwabUses itUses it–
NetX360 (Pershing)–Uses it–
SEIUses it––
Account Aggregation
Arch–Uses it–
Client File Sharing
ShareFileUses itUses it–
CRM
SS&C Black Diamond–Uses it–
Digital Marketing
Amplify Reviews–Uses it–
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Merit Financial Advisors: LPL Financial, Fidelity, Schwab · Hb Wealth: Schwab, Fidelity · H&H International Investment, LLC: Schwab, Interactive Brokers