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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 Noblebridge Wealth (swap one in):+ Miller Wealth Advisors, LLC $225.5M+ The Tenret Company, LLC $225.4M · Tampa, FL+ Moler Capital Management $203.8M+ Up North Financial, LLC $203.8M · Traverse City, MI
Glencoe, IL
Assets under management$214.5M$225.4M$225.3M
Asset growth, last 2 years+34%+84%+70%
Advisory staff721
Individual clients37222757
Assets per client$577K$993K$4M
Clients per advisor5311457
Main custodianSchwabFidelitySchwab
Filing with the SEC since20222012 or earlier2023
Tools in their stack–51
People on Advicer.bio621

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

ToolNoblebridge WealthPrincipium Investments LLCMindful Wealth LLC
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
CRM
SS&C Black Diamond–Uses it–
Financial Planning
eMoney–Uses it–
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Noblebridge Wealth: Schwab · Principium Investments LLC: Fidelity · Mindful Wealth LLC: Schwab