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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):+ Avant Financial Advisors $196.4M · Austin, TX+ Friedenthal Financial, LLC $196.4M · Marlton, NJ+ Tdc Capital Advisors, Inc. $177.6M · College Station, TX+ Crossgrain Family Investments, LLC $177.6M
Portsmouth, NH
Salem, NH
Doylestown, PA
Assets under management$187M$197.1M$177.6M
Asset growth, last 2 years+15%+45%–
Advisory staff352
Individual clients5298793
Assets per client$354K$2.3M$1.9M
Clients per advisor1761747
Main custodianSEIFidelityInteractive Brokers
Filing with the SEC since2012 or earlier20242024
Tools in their stack–43
People on Advicer.bio445

From each firm's latest Form ADV (May 2026, Jul 2026, Mar 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 AdvisorsMuntz Financial, LLC
Custodial Platform
Interactive Brokers––Uses it
SEI––Uses it
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses itUses it
Portfolio Management
Envestnet–Uses it–
Schedule Apps
GReminders–Uses it–

Custodians on Form ADV: Secure Planning: SEI, Schwab · Davis Wealth Advisors: Fidelity · Muntz Financial, LLC: Interactive Brokers, Nationwide Investment Services Corporation, SEI