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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 Rivertree Advisors, LLC (swap one in):+ Neil Jesani Wealth Management $194.2M · Sunrise, FL+ Mws Capital Consultants LLC $193.7M · Chicago, IL+ Wpa Family Office, LLC $175.2M · Dallas, TX+ Corrales & Co. $174.2M · Miami, FL
Winter Park, FL
St Petersburg, FL
Carmel, IN
Assets under management$184.4M$194.6M$175.2M
Asset growth, last 2 years+9%+70%+26%
Advisory staff1122
Individual clients103283122
Assets per client$1.8M$688K$1.4M
Clients per advisor1032461
Main custodianRaymond JamesWells Fargo–
Filing with the SEC since201320212019
Tools in their stack3–1
People on Advicer.bio2112

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.Greenleaf Financial Group
Client File Sharing
ShareFileUses it––
CRM
SS&C Black DiamondUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Rivertree Advisors, LLC: Raymond James · Amuni Financial, Inc.: Wells Fargo · Greenleaf Financial Group: none listed