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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+ Monex Asset Management, Inc. $650.9M · Houston, TX+ Jpl Wealth Management, LLC $587.9M · Greenwood Village, CO+ Harvey Capital Management Inc $579.4M · Palm Beach, FL
Sarasota, FL
Lake Mary, FL
Lake Success, NY
Assets under management$619M$653.3M$651.5M
Asset growth, last 2 years+53%+41%+38%
Advisory staff1497
Individual clients1,564915405
Assets per client$396K$714K$1.6M
Clients per advisor11210258
Main custodianSchwabLPL Financial–
Filing with the SEC since202020142012 or earlier
Tools in their stack–22
People on Advicer.bio18141

From each firm's latest Form ADV (Jun 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.

ToolTactive Advisors, LLCCollaborative WealthWeber Asset Management, Inc.
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Tactive Advisors, LLC: Schwab, Goldman Sachs · Collaborative Wealth: LPL Financial, SEI, Schwab · Weber Asset Management, Inc.: none listed