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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 Novi Wealth Partners (swap one in):+ Buckley Wealth $644M · Las Vegas, NV+ Richards Merrill Wealth Management $643.6M · Spokane, WA+ Stewart Wealth Management, Inc. $581.5M · San Rafael, CA+ Able Wealth Management LLC $579.5M · Toms River, NJ
Princeton, NJ
Mullica Hill, NJ
Woodcliff Lake, NJ
Assets under management$612.8M$653.8M$648.1M
Asset growth, last 2 years+44%+31%+62%
Advisory staff797
Individual clients270648511
Assets per client$2.3M$1M$1.3M
Clients per advisor397273
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since201320222016
Tools in their stack211
People on Advicer.bio794

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

ToolNovi Wealth PartnersEagle Wealth Strategies5c Capital Management, LLC
CRM
Envestnet TamaracUses it–Uses it
Website Builders
WixUses itUses it–

Custodians on Form ADV: Novi Wealth Partners: Schwab · Eagle Wealth Strategies: Raymond James · 5c Capital Management, LLC: Schwab, RBC