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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 Southeast Financial Advisors (swap one in):+ Omega Capital Management, LLC $139.7M · Flanders, NJ+ Coombs Wealth Advisory, LLC $139.6M · Blue Bell, PA+ Premier Private Wealth Management, LLC $126.3M · Palm Harbor, FL+ Capital Wealth Advisors, LTD. $126.1M · West Bend, WI
Greenville, SC
Dayton, OH
Guilderland, NY
Assets under management$133M$139.7M$126.1M
Asset growth, last 2 years+251%+9%+34%
Advisory staff223
Individual clients30312384
Assets per client$439K$1.1M$1.5M
Clients per advisor1526228
Main custodian–SchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio22–

From each firm's latest Form ADV (Jun 2026, Aug 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: Southeast Financial Advisors: none listed · Monetary Solutions, LTD.: Schwab · Adirondack Research & Management Inc.: Fidelity