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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 Swiss Usadvisors (swap one in):+ Semus Wealth Partners, LLC $262.7M · Boca Raton, FL+ Newport Wealth Advisors, Inc. $262.6M · Newport Beach, CA+ Everest Wealth Management $237.4M · Leawood, KS+ Leicht Financial Planning and Wealth Management $237.4M · Parsippany, NJ
Zurich
Solon, OH
Assets under management$250M$262.6M$262.8M
Asset growth, last 2 years+0%–+40%
Advisory staff258
Individual clients1003651,012
Assets per client$2.5M$719K$260K
Clients per advisor5073127
Main custodian–FidelityLPL Financial
Filing with the SEC since2012 or earlier20242014
Tools in their stack–51
People on Advicer.bio–48

From each firm's latest Form ADV (Feb 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

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.

ToolSwiss UsadvisorsSalus Financial AdvisorsRedwood Financial Network
Custodial Platform
LPL Financial (ClientWorks)––Uses it
SEI–Uses it–
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon–Uses it–
Video Meetings & Messaging
Zoom–Uses it–

Custodians on Form ADV: Swiss Usadvisors: none listed · Salus Financial Advisors: Fidelity, SEI · Redwood Financial Network: LPL Financial