Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Naples Wealth Planning (swap one in):+ Pf Advisors $238.4M · Chadds Ford, PA+ Sequoia Wealth Management Group $238.4M+ Marrick Wealth $215.6M · Irvine, CA+ Ponta Wealth Partners, LLC $214.3M · Winter Park, FL
Bonita Springs, FL
Tallahassee, FL
Southbury, CT
Assets under management$226.9M$238.5M$215.5M
Asset growth, last 2 years–+63%+10%
Advisory staff1051
Individual clients225250133
Assets per client$1M$954K$1.6M
Clients per advisor2350133
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420192014
Tools in their stack322
People on Advicer.bio661

From each firm's latest Form ADV (Apr 2026, Mar 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.

ToolNaples Wealth PlanningSmith BruerKennedy Wealth & Tax Management, LLC
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoneyUses it––
Planning Light
Advyzon–Uses it–
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
GReminders––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Naples Wealth Planning: Schwab · Smith Bruer: Schwab, Ascensus Broker Dealer Services, LLC, Mid Atlantic Trust Company · Kennedy Wealth & Tax Management, LLC: Schwab