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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+ Bkm Wealth Management $651.8M · Brookfield, WI+ Weber Asset Management, Inc. $651.5M · Lake Success, NY
Omaha, NE
Newtown, PA
Houston, TX
Assets under management$686.4M$722.4M$650.9M
Asset growth, last 2 years+127%−16%+224%
Advisory staff17317
Individual clients990177506
Assets per client$693K$4.1M$1.3M
Clients per advisor585930
Main custodianFidelityTrade-PMRPershing
Filing with the SEC since202120212012 or earlier
Tools in their stack–––
People on Advicer.bio19317

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Smart Wealth, LLC: Fidelity, Schwab · Jmac Enterprises LLC: Trade-PMR, Fidelity · Monex Asset Management, Inc.: Pershing