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 Moss, Luse & Womble, LLC (swap one in):+ Apeiron $852M · Dallas, TX+ Perspective Wealth Partners, LLC $843.9M · Boise, ID+ Perennial $761.9M · New York, NY+ Paratus Financial, Inc. $757.4M · Dallas, TX
Plano, TX
Dallas, TX
Pasadena, CA
Assets under management$803.2M$859.4M$762.6M
Asset growth, last 2 years+84%+36%–
Advisory staff2177
Individual clients475543636
Assets per client$1.7M$1.6M$1.2M
Clients per advisor237891
Main custodianSchwabFidelity–
Filing with the SEC since20192012 or earlier2026
Tools in their stack11–
People on Advicer.bio2377

From each firm's latest Form ADV (Sep 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.

ToolMoss, Luse & Womble, LLCProbity Advisors, Inc.First Financial Consulting
CRM
HubSpotUses it––
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Moss, Luse & Womble, LLC: Schwab · Probity Advisors, Inc.: Fidelity, Schwab · First Financial Consulting: none listed