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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 Financial (swap one in):+ Courage Miller Partners, LLC $480.7M · Norfolk, VA+ Adams Ashby Financial Advisors $479.8M · Sacramento, CA+ Plan A Wealth, LLC $433.8M · Lincoln, NE+ Waypoint Wealth Counsel LLC $433.3M · Atlanta, GA
Kokomo, IN
San Luis Obispo, CA
Canonsburg, PA
Assets under management$456.9M$479.8M$433.5M
Asset growth, last 2 years+37%+56%+4%
Advisory staff544
Individual clients159128199
Assets per client$2.9M$3.7M$2.2M
Clients per advisor323250
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack–13
People on Advicer.bio344

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 FinancialTrellis Wealth Advisors, LLCSantori & Peters
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Smith Financial: Schwab, Newport Group Securities, Inc. · Trellis Wealth Advisors, LLC: Schwab · Santori & Peters: Schwab