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):+ Copper Leaf Financial, LLC $219.6M · Williston, VT+ Skyoak Capital, Inc. $219.2M · Las Vegas, NV+ Safir Wealth Advisors, LLC $198.2M+ Hoffmann Hermanson $198.1M · Denver, CO
Lima, OH
Westerville, OH
Bryn Mawr, PA
Assets under management$208.8M$220M$219.5M
Asset growth, last 2 years+38%+39%+91%
Advisory staff233
Individual clients438390150
Assets per client$477K$564K$1.5M
Clients per advisor21913050
Main custodianSchwabSchwab–
Filing with the SEC since202120212022
Tools in their stack––2
People on Advicer.bio233

From each firm's latest Form ADV (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.

ToolReservoir Wealth ManagementJericho FinancialNewbridge Wealth Management
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Reservoir Wealth Management: Schwab, American Funds Distributors, Inc. · Jericho Financial: Schwab · Newbridge Wealth Management: none listed