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 Smart Wealth, LLC (swap one in):+ Global Wealth Management Investment Advisory, Inc. $722.8M · Fort Lauderdale, FL+ Materetsky Financial Group $720.8M · Boynton Beach, FL+ Bkm Wealth Management $651.8M · Brookfield, WI+ Weber Asset Management, Inc. $651.5M · Lake Success, NY
Omaha, NE
Newtown, PA
Denver, CO
Assets under management$686.4M$722.4M$722.5M
Asset growth, last 2 years+127%−16%+92%
Advisory staff1739
Individual clients990177483
Assets per client$693K$4.1M$1.5M
Clients per advisor585954
Main custodianFidelityTrade-PMRSchwab
Filing with the SEC since202120212018
Tools in their stack––4
People on Advicer.bio1939

From each firm's latest Form ADV (Aug 2026, May 2026, Apr 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 LLCClear Creek Advisors
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
FinFolio––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Smart Wealth, LLC: Fidelity, Schwab · Jmac Enterprises LLC: Trade-PMR, Fidelity · Clear Creek Advisors: Schwab