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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 Secure Planning (swap one in):+ Certified Planners, Inc. $196.6M · San Ramon, CA+ Friedenthal Financial, LLC $196.4M · Marlton, NJ+ Muntz Financial, LLC $177.6M · Doylestown, PA+ Tdc Capital Advisors, Inc. $177.6M · College Station, TX
Portsmouth, NH
Salem, NH
Austin, TX
Assets under management$187M$197.1M$196.4M
Asset growth, last 2 years+15%+45%+55%
Advisory staff352
Individual clients52987166
Assets per client$354K$2.3M$1.2M
Clients per advisor1761783
Main custodianSEIFidelitySchwab
Filing with the SEC since2012 or earlier20242024
Tools in their stack–42
People on Advicer.bio442

From each firm's latest Form ADV (May 2026, Jul 2026, 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.

ToolSecure PlanningDavis Wealth AdvisorsAvant Financial Advisors
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Portfolio Management
Envestnet–Uses it–
Schedule Apps
GReminders–Uses it–

Custodians on Form ADV: Secure Planning: SEI, Schwab · Davis Wealth Advisors: Fidelity · Avant Financial Advisors: Schwab