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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 Bruer (swap one in):+ Wealthmd Corporation $250.5M · Louisville, KY+ Amara Financial, LLC $250.5M · San Francisco, CA+ Elevation Advisory Partners LLC $226M · Orlando, FL+ Dragus Capital, LLC $225.9M · Coral Gables, FL
Tallahassee, FL
Wellington, FL
Coral Gables, FL
Assets under management$238.5M$251.1M$226M
Asset growth, last 2 years+63%+24%+26%
Advisory staff522
Individual clients25028526
Assets per client$954K$881K$8.7M
Clients per advisor5014313
Main custodianSchwabSchwabCiti
Filing with the SEC since201920162023
Tools in their stack21–
People on Advicer.bio622

From each firm's latest Form ADV (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.

ToolSmith BruerMariaca Wealth Management, LLCAngelus Investment Consulting, Inc.
Custodial Platform
Charles SchwabUses itUses it–
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Smith Bruer: Schwab, Ascensus Broker Dealer Services, LLC, Mid Atlantic Trust Company · Mariaca Wealth Management, LLC: Schwab, Teachers Insurance and Annuity Assoc of America · Angelus Investment Consulting, Inc.: Citi, Citi Private Bank, Axos Clearing, Citibanamex, Pershing, Bbva Bancomer