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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 Seren Wealth Advisors, LLC (swap one in):+ Intuitive Wealth Management, LLC $45.2M+ Everguide Financial Group, LLC $45.1M · Cranford, NJ+ Willkate Wealth Management, LLC $40.8M · Aberdeen, SD+ Brennan Capital Management LLC $40.8M · Westport, CT
Pasadena, CA
Assets under management$43M$45.1M$45.2M
Asset growth, last 2 years––+686%
Advisory staff111
Individual clients615260
Assets per client$705K$868K$753K
Clients per advisor615260
Main custodian––Schwab
Filing with the SEC since202620262023
Tools in their stack–14
People on Advicer.bio212

From each firm's latest Form ADV (Sep 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.

ToolSeren Wealth Advisors, LLCNaworski InvestmentsPysnik Financial, LLC
Website Builders
Squarespace––Uses it
Wix–Uses it–
Cash Management/Budgeting
Flourish––Uses it
Client File Sharing
Dropbox––Uses it
Portfolio Management
Envestnet––Uses it

Custodians on Form ADV: Seren Wealth Advisors, LLC: none listed · Naworski Investments: none listed · Pysnik Financial, LLC: Schwab