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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 Planning Analysts, LLC (swap one in):+ Lakes Wealth Advisory, LLC $27M+ Mds Wealth Advisors, LLC $27M+ Atlantic Capital Investments, LLC $24.4M+ Fifth Avenue Wealth Advisors LLC $24.3M · New York, NY
Melville, NY
Crystal Lake, IL
Hagatna
Assets under management$25.7M$27M$27M
Asset growth, last 2 years−4%––
Advisory staff112
Individual clients4152610
Assets per client$626K$519K$44K
Clients per advisor4152305
Main custodianInteractive Brokers––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–3–
People on Advicer.bio111

From each firm's latest Form ADV (Apr 2022, 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

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 Planning Analysts, LLCPiershale Wealth Management, LLCAdvisors Unlimited
Advisor Lead Gen
Fee-Only Network–Uses it–
Wealthtender–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Financial Planning Analysts, LLC: Interactive Brokers · Piershale Wealth Management, LLC: none listed · Advisors Unlimited: none listed