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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):+ Prudent Management Associates $1.23B · Philadelphia, PA+ Berkshire Money Management, Inc. $1.23B · Dalton, MA+ Laurel Wealth Advisors, LLC $1.11B · Charlotte, NC+ Minneapolis Portfolio Management Group, LLC $1.1B · Wayzata, MN
Minneapolis, MN
Portland, OR
Greenwood Village, CO
Assets under management$1.17B$1.23B$1.11B
Asset growth, last 2 years+35%+21%+121%
Advisory staff14817
Individual clients7341,755829
Assets per client$1.6M$700K$1.3M
Clients per advisor5221949
Main custodianFidelitySchwabSchwab
Filing with the SEC since20152012 or earlier2018
Tools in their stack122
People on Advicer.bio15919

From each firm's latest Form ADV (Mar 2026, Aug 2026, Apr 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 IncHeirloom Wealth Management LLC
CRM
Envestnet Tamarac–Uses it–
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
OrionUses it–Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Financial Perspectives: Fidelity · Vision Capital Management Inc: Schwab, Fidelity · Heirloom Wealth Management LLC: Schwab