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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 Polley Wealth Management LLC (swap one in):+ Triumph Private Wealth $22.4M · Orlando, FL+ Jeff Elliott, CFP® $22.4M+ Think Different Wealth Advisors LLC $20.2M+ Alphaomega Wealth Management, LLC $20.2M
Orlando, FL
Coral Gables, FL
Norfolk, VA
Assets under management$21.3M$22.6M$20.2M
Asset growth, last 2 years––−45%
Advisory staff241
Individual clients508250
Assets per client$426K$275K$404K
Clients per advisor252150
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack52–
People on Advicer.bio422

From each firm's latest Form ADV (Sep 2026, Apr 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

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.

ToolPolley Wealth Management LLCEmergent Global InvestmentsSandpiper Capital, LLC
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Client Texting
CurrentClientUses it––
CRM
HubSpot–Uses it–
Financial Planning
FinDashUses it––
Website Builders
Wix–Uses it–