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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 Laurelhurst Asset Management LLC (swap one in):+ Claremont Financial Group,Inc. $140M · Claremont, CA+ Credentialed Wealth Advisors, LLC $139.8M · Johnstown, CO+ Premier Private Wealth Management, LLC $126.3M · Palm Harbor, FL+ Adirondack Research & Management Inc. $126.1M · Guilderland, NY
Portland, OR
Baltimore, MD
Newport, CA
Assets under management$133.1M$139.8M$139.8M
Asset growth, last 2 years+57%+42%−51%
Advisory staff152
Individual clients2831271
Assets per client$4.8M$448K$2M
Clients per advisor286236
Main custodianSchwab–Schwab
Filing with the SEC since201920162016
Tools in their stack–11
People on Advicer.bio152

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

ToolLaurelhurst Asset Management LLCJemma Financial ServicesLegacy Pcg, LLC
Custodial Platform
Charles Schwab–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Laurelhurst Asset Management LLC: Schwab · Jemma Financial Services: none listed · Legacy Pcg, LLC: Schwab, Fidelity