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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):+ Aspen Wealth Strategies, LLC $312.2M · Arvada, CO+ Topel & Distasi Wealth Management, LLC $312.1M · Berkeley, CA+ Successful Portfolios LLC $281.5M · Clearwater, FL+ Smith Asset Management Co., LLC $281.2M · Chiefland, FL
Tampa, FL
Schaumburg, IL
San Antonio, TX
Assets under management$297.1M$312M$311.9M
Asset growth, last 2 years+75%+33%+63%
Advisory staff584
Individual clients207485349
Assets per client$1.4M$643K$894K
Clients per advisor416187
Main custodianLPL Financial––
Filing with the SEC since202120142012 or earlier
Tools in their stack–1–
People on Advicer.bio494

From each firm's latest Form ADV (Mar 2026, Feb 2026, Apr 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.Glass Wealth Management Co., LLC
Custodial Platform
NetX360 (Pershing)–Uses it–

Custodians on Form ADV: Opinicus: LPL Financial · Monere Wealth Management, Inc.: none listed · Glass Wealth Management Co., LLC: none listed