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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
Tallahassee, FL
Assets under management$297.1M$312M$280.9M
Asset growth, last 2 years+75%+33%+163%
Advisory staff585
Individual clients207485381
Assets per client$1.4M$643K$737K
Clients per advisor416176
Main custodianLPL Financial–Schwab
Filing with the SEC since202120142023
Tools in their stack–13
People on Advicer.bio494

From each firm's latest Form ADV (Mar 2026, Feb 2026, Aug 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.Seven Hills Financial, LLC
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)–Uses it–
Financial Planning
Envestnet MoneyGuide––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Opinicus: LPL Financial · Monere Wealth Management, Inc.: none listed · Seven Hills Financial, LLC: Schwab