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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 USA Financial Securities LLC (swap one in):+ Bernard Wealth Management Corp. $314.2M · Royal Oak, MI+ Griffiths, Dreher & Evans, P.s., Cpas $311.4M · Spokane, WA+ Gpm Growth Investors, Inc. $281.3M · Bloomfield Hills, MI+ Dbs Investment Advisers, LLC $280.2M · Bay City, MI
Ada, MI
Auburn Hills, MI
Troy, MI
Assets under management$296.5M$313.2M$311.6M
Asset growth, last 2 years+10%+54%+63%
Advisory staff13422
Individual clients1,23815574
Assets per client$240K$2M$4.2M
Clients per advisor97837
Main custodianPershingLPL FinancialSchwab
Filing with the SEC since2012 or earlier20202012 or earlier
Tools in their stack5––
People on Advicer.bio12822

From each firm's latest Form ADV (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.

ToolUSA Financial Securities LLCMelone Private Wealth, LLCMiller Capital
Custodial Platform
AxosUses it––
Charles SchwabUses it––
NetX360 (Pershing)Uses it––
CRM
HubSpotUses it––
SS&C Black DiamondUses it––

Custodians on Form ADV: USA Financial Securities LLC: Pershing · Melone Private Wealth, LLC: LPL Financial · Miller Capital: Schwab