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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+ Barrett Wealth Connection LLC $148M · Spring Grove, IL+ Edmp, Inc. $147.4M · Lutz, FL
Clearwater, FL
Tampa, FL
Austin, TX
Assets under management$155.8M$165.6M$148M
Asset growth, last 2 years–+19%–
Advisory staff231
Individual clients19318520
Assets per client$807K$895K$7.4M
Clients per advisor976220
Main custodianSchwab––
Filing with the SEC since20242012 or earlier2019
Tools in their stack43–
People on Advicer.bio221

From each firm's latest Form ADV (Apr 2026, Mar 2026, Feb 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 PlanningMission Hill Advisors, LLC
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 · Mission Hill Advisors, LLC: none listed