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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 Mittelman Wealth Management (swap one in):+ Florian Financial Group LLC $215M · Williamsville, NY+ Simplyria Advisor Network $214.9M · Brighton, MI+ Liberty Financial Group, Inc. $194.3M · Elm Grove, WI+ Neil Jesani Wealth Management $194.2M · Sunrise, FL
Albany, NY
Westport, CT
Assets under management$204.6M$214.9M$194.3M
Asset growth, last 2 years+5%+134%+15%
Advisory staff132
Individual clients3331572
Assets per client$6.2M$682K$2.7M
Clients per advisor3310536
Main custodianSchwabInteractive BrokersFidelity
Filing with the SEC since202120222012 or earlier
Tools in their stack112
People on Advicer.bio124

From each firm's latest Form ADV (Mar 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.

ToolMittelman Wealth ManagementBroadway Advisor GroupDrum Hill Capital, LLC
Custodial Platform
Charles SchwabUses it––
Interactive Brokers–Uses it–
CRM
Envestnet Tamarac––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Mittelman Wealth Management: Schwab · Broadway Advisor Group: Interactive Brokers · Drum Hill Capital, LLC: Fidelity