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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 Naples Wealth Planning (swap one in):+ Strategic Wealth Capital $238.4M · San Francisco, CA+ 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
Chadds Ford, PA
Assets under management$226.9M$238.5M$238.4M
Asset growth, last 2 years–+63%−1%
Advisory staff1051
Individual clients2252501
Assets per client$1M$954K$238.4M
Clients per advisor23501
Main custodianSchwabSchwab–
Filing with the SEC since202420192018
Tools in their stack32–
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 BruerPf Advisors
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoneyUses it––
Planning Light
Advyzon–Uses it–
Proposal Generation/Sales Enablement
NitrogenUses 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 · Pf Advisors: none listed