Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ 5c Capital Management, LLC $648.1M · Woodcliff Lake, NJ+ Richards Merrill Wealth Management $643.6M · Spokane, WA+ Rtw Financial Advisors Inc $581M · Dallas, TX+ Able Wealth Management LLC $579.5M · Toms River, NJ
Princeton, NJ
Mullica Hill, NJ
San Rafael, CA
Assets under management$612.8M$653.8M$581.5M
Asset growth, last 2 years+44%+31%+69%
Advisory staff793
Individual clients270648346
Assets per client$2.3M$1M$1.7M
Clients per advisor3972115
Main custodianSchwabRaymond JamesSchwab
Filing with the SEC since201320222012 or earlier
Tools in their stack21–
People on Advicer.bio792

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 StrategiesStewart Wealth Management, Inc.
CRM
Envestnet TamaracUses it––
Website Builders
WixUses itUses it–

Custodians on Form ADV: Novi Wealth Partners: Schwab · Eagle Wealth Strategies: Raymond James · Stewart Wealth Management, Inc.: Schwab