Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Heirloom Wealth Management LLC $1.11B · Greenwood Village, CO+ Minneapolis Portfolio Management Group, LLC $1.1B · Wayzata, MN
Minneapolis, MN
Portland, OR
Syosset, NY
Assets under management$1.17B$1.23B$1.23B
Asset growth, last 2 years+35%+21%+96%
Advisory staff14816
Individual clients7341,755530
Assets per client$1.6M$700K$2.3M
Clients per advisor5221933
Main custodianFidelitySchwabSchwab
Filing with the SEC since20152012 or earlier2023
Tools in their stack12–
People on Advicer.bio15918

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 IncLegacy Edge Advisors
CRM
Envestnet Tamarac–Uses it–
Portfolio Management
OrionUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Financial Perspectives: Fidelity · Vision Capital Management Inc: Schwab, Fidelity · Legacy Edge Advisors: Schwab