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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 Smith Asset Management Co., LLC (swap one in):+ Orchid Advisory $295.7M · Dallas, TX+ Hwa Financial Group $295.3M · Ellicott City, MD+ C.m.bidwell & Associates LTD $267.1M+ Spraker West Wealth Management, Inc $265.3M · Winter Park, FL
Chiefland, FL
Tampa, FL
Assets under management$281.2M$297.1M$295.7M
Asset growth, last 2 years+20%+75%+111%
Advisory staff451
Individual clients765207147
Assets per client$368K$1.4M$2M
Clients per advisor19141147
Main custodianSchwabLPL FinancialShareholders Service Group, LLC
Filing with the SEC since201520212013
Tools in their stack––1
People on Advicer.bio342

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

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.

ToolSmith Asset Management Co., LLCOpinicusGolden Bay Advisors LLC
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Smith Asset Management Co., LLC: Schwab · Opinicus: LPL Financial · Golden Bay Advisors LLC: Shareholders Service Group, LLC