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+ Corrales & Co. $174.2M · Miami, FL
Winter Park, FL
St Petersburg, FL
Dallas, TX
Assets under management$184.4M$194.6M$175.2M
Asset growth, last 2 years+9%+70%+23%
Advisory staff1121
Individual clients10328321
Assets per client$1.8M$688K$8.3M
Clients per advisor1032421
Main custodianRaymond JamesWells FargoSchwab
Filing with the SEC since201320212021
Tools in their stack3–3
People on Advicer.bio2111

From each firm's latest Form ADV (Mar 2026, Sep 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.Wpa Family Office, LLC
Client File Sharing
ShareFileUses it––
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses 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 · Wpa Family Office, LLC: Schwab