Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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
Montrose, CO
Assets under management$249.8M$262.7M$237.2M
Asset growth, last 2 years+107%+42%+67%
Advisory staff815
Individual clients941147413
Assets per client$265K$1.8M$574K
Clients per advisor11814783
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320192012 or earlier
Tools in their stack41–
People on Advicer.bio816

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

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

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