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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 Cetera Planning Partners (swap one in):+ Prosperity Capital Advisors $4.39B · Westlake, OH+ Advisory Alpha, LLC $4.37B · Holland, MI+ Vernal Point Advisors, LLC $3.94B · San Francisco, CA+ Fas Wealth Partners, Inc. $3.78B · Leawood, KS
Leawood, KS
San Francisco, CA
Richmond, VA
Assets under management$4.16B$4.38B$3.93B
Asset growth, last 2 years+80%+73%+52%
Advisory staff33535
Individual clients4,748645,638
Assets per client$877K$68.4M$697K
Clients per advisor14413161
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20222012 or earlier
Tools in their stack42–
People on Advicer.bio3251234

From each firm's latest Form ADV (Sep 2026, Jul 2026, May 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.

ToolCetera Planning PartnersSyon Capital LLCWealthcare Capital Management LLC
Custodial Platform
AdviceWorksUses it––
Charles SchwabUses it––
Client File Sharing
ShareFile–Uses it–
CRM
SS&C Black DiamondUses itUses it–
Portfolio Management
OrionUses it––

Custodians on Form ADV: Cetera Planning Partners: Schwab, Fidelity · Syon Capital LLC: Schwab · Wealthcare Capital Management LLC: Schwab, LPL Financial