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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):+ 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
San Francisco, CA
Assets under management$226.9M$238.5M$238.4M
Asset growth, last 2 years–+63%+33%
Advisory staff1052
Individual clients22525065
Assets per client$1M$954K$3.7M
Clients per advisor235033
Main custodianSchwabSchwab–
Filing with the SEC since202420192023
Tools in their stack322
People on Advicer.bio662

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 BruerStrategic Wealth Capital
Custodial Platform
Charles Schwab–Uses itUses it
Financial Planning
eMoneyUses it–Uses 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 · Strategic Wealth Capital: none listed