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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 Opinicus (swap one in):+ Topel & Distasi Wealth Management, LLC $312.1M · Berkeley, CA+ Glass Wealth Management Co., LLC $311.9M · San Antonio, TX+ Successful Portfolios LLC $281.5M · Clearwater, FL+ Smith Asset Management Co., LLC $281.2M · Chiefland, FL
Tampa, FL
Schaumburg, IL
Arvada, CO
Assets under management$297.1M$312M$312.2M
Asset growth, last 2 years+75%+33%+38%
Advisory staff586
Individual clients207485363
Assets per client$1.4M$643K$860K
Clients per advisor416161
Main custodianLPL Financial–Fidelity
Filing with the SEC since202120142020
Tools in their stack–14
People on Advicer.bio496

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

ToolOpinicusMonere Wealth Management, Inc.Aspen Wealth Strategies, LLC
CRM
Salesforce––Uses it
SS&C Black Diamond––Uses it
Custodial Platform
NetX360 (Pershing)–Uses it–
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Opinicus: LPL Financial · Monere Wealth Management, Inc.: none listed · Aspen Wealth Strategies, LLC: Fidelity