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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+ Monex Asset Management, Inc. $650.9M · Houston, TX
Omaha, NE
Newtown, PA
Lake Success, NY
Assets under management$686.4M$722.4M$651.5M
Asset growth, last 2 years+127%−16%+38%
Advisory staff1737
Individual clients990177405
Assets per client$693K$4.1M$1.6M
Clients per advisor585958
Main custodianFidelityTrade-PMR–
Filing with the SEC since202120212012 or earlier
Tools in their stack––2
People on Advicer.bio1931

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 LLCWeber Asset Management, Inc.
CRM
Envestnet Tamarac––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Smart Wealth, LLC: Fidelity, Schwab · Jmac Enterprises LLC: Trade-PMR, Fidelity · Weber Asset Management, Inc.: none listed