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 My Prosper Team (swap one in):+ Equitytrust $61.2M+ Timpe & Timpe Financial Advisory Services, L.l.c. $61.2M · Zionsville, IN+ Fident Financial, LLC $55.3M+ Validea Capital Management LLC $55.3M
Lehi, UT
South Jordan, UT
Ithaca, NY
Assets under management$58.2M$61.2M$61.2M
Asset growth, last 2 years+47%–+43%
Advisory staff213
Individual clients43821069
Assets per client$133K$291K$886K
Clients per advisor21921023
Main custodianFolio–Schwab
Filing with the SEC since202020262014
Tools in their stack1––
People on Advicer.bio411

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

ToolMy Prosper TeamColwyn Investments LcAnchor Capital Management, LLC
Website Builders
WebflowUses it––

Custodians on Form ADV: My Prosper Team: Folio, Schwab · Colwyn Investments Lc: none listed · Anchor Capital Management, LLC: Schwab