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 Secure Planning (swap one in):+ Avant Financial Advisors $196.4M · Austin, TX+ 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
Assets under management$187M$197.1M$177.6M
Asset growth, last 2 years+15%+45%+24%
Advisory staff352
Individual clients5298770
Assets per client$354K$2.3M$2.5M
Clients per advisor1761735
Main custodianSEIFidelitySchwab
Filing with the SEC since2012 or earlier20242022
Tools in their stack–43
People on Advicer.bio442

From each firm's latest Form ADV (May 2026, Jul 2026, Jun 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 AdvisorsCrossgrain Family Investments, LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon––Uses it
Portfolio Management
Envestnet–Uses it–
Schedule Apps
GReminders–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Secure Planning: SEI, Schwab · Davis Wealth Advisors: Fidelity · Crossgrain Family Investments, LLC: Schwab