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 Reservoir Wealth Management (swap one in):+ Newbridge Wealth Management $219.5M · Bryn Mawr, PA+ Skyoak Capital, Inc. $219.2M · Las Vegas, NV+ Safir Wealth Advisors, LLC $198.2M+ Welch Financial Planning, LLC $198.1M · Boulder, CO
Lima, OH
Westerville, OH
Denver, CO
Assets under management$208.8M$220M$198.1M
Asset growth, last 2 years+38%+39%–
Advisory staff232
Individual clients438390201
Assets per client$477K$564K$986K
Clients per advisor219130101
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120212024
Tools in their stack–––
People on Advicer.bio232

From each firm's latest Form ADV (Feb 2026, Oct 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Reservoir Wealth Management: Schwab, American Funds Distributors, Inc. · Jericho Financial: Schwab · Hoffmann Hermanson: Schwab