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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):+ Golden Bay Advisors LLC $295.7M+ Orchid Advisory $295.7M · Dallas, TX+ C.m.bidwell & Associates LTD $267.1M+ Spraker West Wealth Management, Inc $265.3M · Winter Park, FL
Chiefland, FL
Tampa, FL
Ellicott City, MD
Assets under management$281.2M$297.1M$295.3M
Asset growth, last 2 years+20%+75%+59%
Advisory staff453
Individual clients765207167
Assets per client$368K$1.4M$1.8M
Clients per advisor1914156
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since201520212012 or earlier
Tools in their stack–––
People on Advicer.bio343

From each firm's latest Form ADV (Oct 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

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

Custodians on Form ADV: Smith Asset Management Co., LLC: Schwab · Opinicus: LPL Financial · Hwa Financial Group: Schwab