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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 Mirretti Perryman Wealth Strategies, LLC (swap one in):+ Harbour Financial Resources, LTD $189.8M · Skokie, IL+ Hoffman, Alan N. Investment Management $187.9M+ Larimer Capital Corporation $169.9M · Denver, CO+ Kuhn Capital Partners $169.9M · Oak Brook, IL
Skokie, IL
Westchester, IL
Vienna, VA
Assets under management$178.9M$188.7M$187.8M
Asset growth, last 2 years+39%+51%+1%
Advisory staff312
Individual clients176141302
Assets per client$1M$1.3M$622K
Clients per advisor59141151
Main custodianRaymond JamesSchwabFidelity
Filing with the SEC since202220242012 or earlier
Tools in their stack1–1
People on Advicer.bio315

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

ToolMirretti Perryman Wealth Strategies, LLCMcculley Financial Group, LLCPactolus
Custodial Platform
Raymond JamesUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Mirretti Perryman Wealth Strategies, LLC: Raymond James · Mcculley Financial Group, LLC: Schwab · Pactolus: Fidelity