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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 Newbridge Wealth Management (swap one in):+ Integrated Capital Management, Inc. $232.4M · Jessup, PA+ Yardley Wealth Management LLC $231.6M · Yardley, PA+ Go Wealth Management $208.4M · Eugene, OR+ Financial Life Planners $208.4M · Tempe, AZ
Bryn Mawr, PA
Harrisburg, PA
Riverside, IL
Assets under management$219.5M$232.1M$230.7M
Asset growth, last 2 years+91%+55%+25%
Advisory staff343
Individual clients150337106
Assets per client$1.5M$689K$2.2M
Clients per advisor508435
Main custodian–SchwabFidelity
Filing with the SEC since202220152021
Tools in their stack241
People on Advicer.bio343

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

ToolNewbridge Wealth ManagementEcon Wealth ManagementForest Asset Management LLC
Financial Planning
eMoneyUses it––
Envestnet MoneyGuide–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Planning Light
Advyzon–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Newbridge Wealth Management: none listed · Econ Wealth Management: Schwab · Forest Asset Management LLC: Fidelity, Schwab