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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 Bluevine Advice (swap one in):+ Pragmatic Advisors, LLC $5.7M · Homer, NY+ Christia Li Roberts $5.7M+ Purpose Driven Wealth Advisors LLC $5.1M · Richmond, VA+ Umb Financial Services, Inc. $5M · Kansas City, MO
Kansas City, MO
American Fork, UT
Assets under management$5.4M$5.7M$5.1M
Asset growth, last 2 years–+320%–
Advisory staff112
Individual clients151678
Assets per client$359K$354K$66K
Clients per advisor151639
Main custodian–Fidelity–
Filing with the SEC since202620222026
Tools in their stack–––
People on Advicer.bio112

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

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Bluevine Advice: none listed · Prosperity Path Advisers, LLC: Fidelity · Cove Fort Capital, LLC: none listed