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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 Smarter and Wise (swap one in):+ Global Insight Advisors $37.5M+ Eps Wealth Management $37.5M+ Mmg Wealth Management $33.9M+ Team Elevated Asset Management $33.9M · Thousand Oaks, CA
Alpharetta, GA
Simi Valley, CA
Assets under management$35.7M$37.5M$33.9M
Asset growth, last 2 years––+20%
Advisory staff141
Individual clients3278185
Assets per client$1.1M$481K$183K
Clients per advisor3220185
Main custodian––Schwab
Filing with the SEC since202620262022
Tools in their stack14–
People on Advicer.bio141

From each firm's latest Form ADV (Mar 2026, Jun 2026, Jan 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

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.

ToolSmarter and WiseNorthstar Investment PartnersPb Capital
Client File Sharing
Egnyte–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoneyUses itUses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Smarter and Wise: none listed · Northstar Investment Partners: none listed · Pb Capital: Schwab