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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 Tactive Advisors, LLC (swap one in):+ Bkm Wealth Management $651.8M · Brookfield, WI+ Weber Asset Management, Inc. $651.5M · Lake Success, NY+ Jpl Wealth Management, LLC $587.9M · Greenwood Village, CO+ Harvey Capital Management Inc $579.4M · Palm Beach, FL
Sarasota, FL
Lake Mary, FL
Houston, TX
Assets under management$619M$653.3M$650.9M
Asset growth, last 2 years+53%+41%+224%
Advisory staff14917
Individual clients1,564915506
Assets per client$396K$714K$1.3M
Clients per advisor11210230
Main custodianSchwabLPL FinancialPershing
Filing with the SEC since202020142012 or earlier
Tools in their stack–2–
People on Advicer.bio181417

From each firm's latest Form ADV (Jun 2026, Mar 2026, Jul 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.

ToolTactive Advisors, LLCCollaborative WealthMonex Asset Management, Inc.
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Tactive Advisors, LLC: Schwab, Goldman Sachs · Collaborative Wealth: LPL Financial, SEI, Schwab · Monex Asset Management, Inc.: Pershing