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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):+ Global Wealth Management Investment Advisory, Inc. $722.8M · Fort Lauderdale, FL+ Clear Creek Advisors $722.5M · Denver, CO+ Bkm Wealth Management $651.8M · Brookfield, WI+ Weber Asset Management, Inc. $651.5M · Lake Success, NY
Omaha, NE
Newtown, PA
Boynton Beach, FL
Assets under management$686.4M$722.4M$720.8M
Asset growth, last 2 years+127%−16%+38%
Advisory staff1734
Individual clients990177818
Assets per client$693K$4.1M$881K
Clients per advisor5859205
Main custodianFidelityTrade-PMRPershing
Filing with the SEC since202120212018
Tools in their stack––2
People on Advicer.bio1934

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

ToolSmart Wealth, LLCJmac Enterprises LLCMateretsky Financial Group
Custodial Platform
NetX360 (Pershing)––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Smart Wealth, LLC: Fidelity, Schwab · Jmac Enterprises LLC: Trade-PMR, Fidelity · Materetsky Financial Group: Pershing