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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 Riversedge Advisors (swap one in):+ Summit Wealth and Retirement Partners $978.1M · Eagle, ID+ Level Financial Advisors, Inc. $975.2M · East Amherst, NY+ Intelligence Driven Advisers, LLC $881.9M · Carlsbad, CA+ Optas, LLC $881.9M · Dripping Springs, TX
Wilmington, DE
Tomah, WI
Wilmington, DE
Assets under management$928.4M$977.1M$872.5M
Asset growth, last 2 years+56%+35%+25%
Advisory staff91011
Individual clients3822,536639
Assets per client$2.4M$385K$1.4M
Clients per advisor4225458
Main custodianSchwabSchwabSchwab
Filing with the SEC since201820172017
Tools in their stack––3
People on Advicer.bio11127

From each firm's latest Form ADV (Jul 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

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.

ToolRiversedge AdvisorsMbe Wealth Management, LLCAffinity Wealth Management LLC
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Riversedge Advisors: Schwab · Mbe Wealth Management, LLC: Schwab · Affinity Wealth Management LLC: Schwab