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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 Smart Wealth, LLC (swap one in):+ Clear Creek Advisors $722.5M · Denver, CO+ Materetsky Financial Group $720.8M · Boynton Beach, FL+ Weber Asset Management, Inc. $651.5M · Lake Success, NY+ Monex Asset Management, Inc. $650.9M · Houston, TX
Omaha, NE
Newtown, PA
Brookfield, WI
Assets under management$686.4M$722.4M$651.8M
Asset growth, last 2 years+127%−16%+35%
Advisory staff1735
Individual clients990177590
Assets per client$693K$4.1M$1.1M
Clients per advisor5859118
Main custodianFidelityTrade-PMRWells Fargo
Filing with the SEC since202120212022
Tools in their stack––2
People on Advicer.bio1936

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

ToolSmart Wealth, LLCJmac Enterprises LLCBkm Wealth Management
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Smart Wealth, LLC: Fidelity, Schwab · Jmac Enterprises LLC: Trade-PMR, Fidelity · Bkm Wealth Management: Wells Fargo