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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+ Angelus Investment Consulting, Inc. $226M · Coral Gables, FL
Tallahassee, FL
Wellington, FL
Englewood, CO
Assets under management$238.5M$251.1M$250.6M
Asset growth, last 2 years+63%+24%+61%
Advisory staff521
Individual clients25028587
Assets per client$954K$881K$2.9M
Clients per advisor5014387
Main custodianSchwabSchwabSchwab
Filing with the SEC since201920162015
Tools in their stack212
People on Advicer.bio621

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

1 tool 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, LLCStone Creek Group, LLC
Custodial Platform
Charles SchwabUses itUses itUses it
Digital Marketing
Mailchimp––Uses 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 · Stone Creek Group, LLC: Schwab