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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
Sunrise, FL
Assets under management$204.6M$214.9M$194.2M
Asset growth, last 2 years+5%+134%–
Advisory staff137
Individual clients3331574
Assets per client$6.2M$682K$2.6M
Clients per advisor3310511
Main custodianSchwabInteractive BrokersSchwab
Filing with the SEC since202120222024
Tools in their stack111
People on Advicer.bio125

From each firm's latest Form ADV (Mar 2026, Aug 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 GroupNeil Jesani Wealth Management
Custodial Platform
Charles SchwabUses it––
Interactive Brokers–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Mittelman Wealth Management: Schwab · Broadway Advisor Group: Interactive Brokers · Neil Jesani Wealth Management: Schwab