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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+ Drum Hill Capital, LLC $194.3M · Westport, CT
Albany, NY
Mount Pleasant, WI
Assets under management$204.6M$214.9M$215M
Asset growth, last 2 years+5%+134%−24%
Advisory staff133
Individual clients33315192
Assets per client$6.2M$682K$1.1M
Clients per advisor3310564
Main custodianSchwabInteractive BrokersSchwab
Filing with the SEC since202120222012 or earlier
Tools in their stack113
People on Advicer.bio124

From each firm's latest Form ADV (Mar 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.

ToolMittelman Wealth ManagementBroadway Advisor GroupFinancial Service Group Inc
Custodial Platform
Charles SchwabUses it–Uses it
Interactive Brokers–Uses it–
Client File Sharing
ShareFile––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Mittelman Wealth Management: Schwab · Broadway Advisor Group: Interactive Brokers · Financial Service Group Inc: Schwab