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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 Smeac Financial, LLC (swap one in):+ Whitney Financial Strategies, LLC $11.3M · San Antonio, TX+ Avk Partners $11.3M+ Royale Investment Advisor LLC $10.2M+ Madison Money Management, Inc. $10.1M
Calgary, Alberta
Assets under management$10.7M$11.3M$11.2M
Asset growth, last 2 years–+60%–
Advisory staff121
Individual clients223322
Assets per client$486K$341K$511K
Clients per advisor221722
Main custodian–RBC–
Filing with the SEC since202620192026
Tools in their stack––3
People on Advicer.bio12–

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

ToolSmeac Financial, LLCNorthfront Financial USA IncElbrus Partners, LLC
Custodial Platform
Interactive Brokers––Uses it
Email & Office Suites
Microsoft 365––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it

Custodians on Form ADV: Smeac Financial, LLC: none listed · Northfront Financial USA Inc: RBC · Elbrus Partners, LLC: none listed