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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 Next Level Wealth Planning, LLC (swap one in):+ Walser Wealth Management Company, A Limited Liability Company $339.2M · Tampa, FL+ Smallwood Wealth Management $339M · Red Bank, NJ+ Heritage Asset Advisors LTD., LLP $306.6M+ Blue Sky Capital Consultants Group, Inc. $306.3M · Poway, CA
Meridian, ID
Radnor, PA
Montgomery, AL
Assets under management$322.7M$339M$339M
Asset growth, last 2 years+62%−13%+56%
Advisory staff443
Individual clients5726042,429
Assets per client$564K$561K$140K
Clients per advisor143151810
Main custodianRaymond James–Schwab
Filing with the SEC since202320142020
Tools in their stack––2
People on Advicer.bio553

From each firm's latest Form ADV (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.

ToolNext Level Wealth Planning, LLCCresap, Inc.Tucker Financial Group
Schedule Apps
Acuity Scheduling––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Next Level Wealth Planning, LLC: Raymond James, Schwab · Cresap, Inc.: none listed · Tucker Financial Group: Schwab, American Funds