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 Rivertree Advisors, LLC (swap one in):+ Neil Jesani Wealth Management $194.2M · Sunrise, FL+ Mws Capital Consultants LLC $193.7M · Chicago, IL+ Greenleaf Financial Group $175.2M · Carmel, IN+ Wpa Family Office, LLC $175.2M · Dallas, TX
Winter Park, FL
St Petersburg, FL
Miami, FL
Assets under management$184.4M$194.6M$174.2M
Asset growth, last 2 years+9%+70%–
Advisory staff1126
Individual clients103283280
Assets per client$1.8M$688K$622K
Clients per advisor1032447
Main custodianRaymond JamesWells FargoSchwab
Filing with the SEC since201320212024
Tools in their stack3––
People on Advicer.bio2117

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

ToolRivertree Advisors, LLCAmuni Financial, Inc.Corrales & Co.
Client File Sharing
ShareFileUses it––
CRM
SS&C Black DiamondUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––

Custodians on Form ADV: Rivertree Advisors, LLC: Raymond James · Amuni Financial, Inc.: Wells Fargo · Corrales & Co.: Schwab, Equity Trust Advisors, Inc.