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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):+ Financial Service Group Inc $215M · Mount Pleasant, WI+ Florian Financial Group LLC $215M · Williamsville, NY+ Liberty Financial Group, Inc. $194.3M · Elm Grove, WI+ Drum Hill Capital, LLC $194.3M · Westport, CT
Albany, NY
Brighton, MI
Assets under management$204.6M$214.9M$214.9M
Asset growth, last 2 years+5%+134%+50%
Advisory staff1325
Individual clients33315602
Assets per client$6.2M$682K$357K
Clients per advisor3310524
Main custodianSchwabInteractive BrokersSchwab
Filing with the SEC since202120222017
Tools in their stack11–
People on Advicer.bio1224

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 GroupSimplyria Advisor Network
Custodial Platform
Charles SchwabUses it––
Interactive Brokers–Uses it–

Custodians on Form ADV: Mittelman Wealth Management: Schwab · Broadway Advisor Group: Interactive Brokers · Simplyria Advisor Network: Schwab