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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 Oxenfree Financial (swap one in):+ Waterstone Financial Advisory LLC $262.5M · Fort Myers, FL+ Charleston Financial Advisors, LLC $262.4M · Charleston, SC+ Pento Portfolio Strategies, LLC $237.3M · Naples, FL+ Kingsman Wealth Management Inc. $235M · Pensacola, FL
Melbourne, FL
Boca Raton, FL
Assets under management$249.8M$262.7M$262.4M
Asset growth, last 2 years+107%+42%+66%
Advisory staff814
Individual clients941147738
Assets per client$265K$1.8M$356K
Clients per advisor118147185
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320192022
Tools in their stack412
People on Advicer.bio815

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

1 tool 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.

ToolOxenfree FinancialSemus Wealth Partners, LLCBrucke Financial, Inc.
Client Data Gathering
RedCaptureUses it––
Custodial Platform
Charles SchwabUses itUses itUses it
Financial Planning
eMoney––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Oxenfree Financial: Schwab · Semus Wealth Partners, LLC: Schwab · Brucke Financial, Inc.: Schwab