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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+ Brucke Financial, Inc. $262.4M+ Pento Portfolio Strategies, LLC $237.3M · Naples, FL+ Kingsman Wealth Management Inc. $235M · Pensacola, FL
Melbourne, FL
Boca Raton, FL
Charleston, SC
Assets under management$249.8M$262.7M$262.4M
Asset growth, last 2 years+107%+42%+25%
Advisory staff812
Individual clients941147196
Assets per client$265K$1.8M$1.3M
Clients per advisor11814798
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320192012 or earlier
Tools in their stack413
People on Advicer.bio812

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

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.

ToolOxenfree FinancialSemus Wealth Partners, LLCCharleston Financial Advisors, LLC
Schedule Apps
CalendlyUses it–Uses it
GReminders––Uses it
Client Data Gathering
RedCaptureUses it––
Custodial Platform
Charles SchwabUses itUses it–
Portfolio Management
OrionUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Oxenfree Financial: Schwab · Semus Wealth Partners, LLC: Schwab · Charleston Financial Advisors, LLC: Schwab