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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 Financial Perspectives (swap one in):+ Legacy Edge Advisors $1.23B · Syosset, NY+ Prudent Management Associates $1.23B · Philadelphia, PA+ Heirloom Wealth Management LLC $1.11B · Greenwood Village, CO+ Minneapolis Portfolio Management Group, LLC $1.1B · Wayzata, MN
Minneapolis, MN
Portland, OR
Dalton, MA
Assets under management$1.17B$1.23B$1.23B
Asset growth, last 2 years+35%+21%+36%
Advisory staff1488
Individual clients7341,755875
Assets per client$1.6M$700K$1.4M
Clients per advisor52219109
Main custodianFidelitySchwabSchwab
Filing with the SEC since20152012 or earlier2012 or earlier
Tools in their stack125
People on Advicer.bio15910

From each firm's latest Form ADV (Mar 2026, Aug 2026, Sep 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.

ToolFinancial PerspectivesVision Capital Management IncBerkshire Money Management, Inc.
CRM
Envestnet Tamarac–Uses itUses it
HubSpot––Uses it
Custodial Platform
Charles Schwab––Uses it
Education Planning
College Aid Pro––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
OrionUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Financial Perspectives: Fidelity · Vision Capital Management Inc: Schwab, Fidelity · Berkshire Money Management, Inc.: Schwab