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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 Unify Financial Advisors (swap one in):+ Naples Money Management LLC $164.4M · Naples, FL+ Ehb Financial Resources Managemnt, Inc. $164M · Exton, PA+ Mission Hill Advisors, LLC $148M · Austin, TX+ Barrett Wealth Connection LLC $148M · Spring Grove, IL
Clearwater, FL
Tampa, FL
Lutz, FL
Assets under management$155.8M$165.6M$147.4M
Asset growth, last 2 years–+19%+9%
Advisory staff232
Individual clients193185114
Assets per client$807K$895K$1.3M
Clients per advisor976257
Main custodianSchwab–Schwab
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack43–
People on Advicer.bio223

From each firm's latest Form ADV (Apr 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.

ToolUnify Financial AdvisorsWisdom Financial PlanningEdmp, Inc.
Custodial Platform
Charles SchwabUses it––
Interactive BrokersUses it––
Client Data Gathering
Jotform–Uses it–
CRM
SS&C Black DiamondUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Unify Financial Advisors: Schwab · Wisdom Financial Planning: none listed · Edmp, Inc.: Schwab