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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 Nepsis, Inc. (swap one in):+ Pace Financial Advisors $362.1M · Hillsboro, OR+ Briggs Wealth Management, Inc. $362M · Glastonbury, CT+ Vantage Point Wealth Management $326.6M · Plymouth, MN+ Pack Private Wealth, LLC $326.2M · Wayzata, MN
Minneapolis, MN
Minneapolis, MN
Frankfort, IL
Assets under management$344.5M$365.4M$327.2M
Asset growth, last 2 years+16%+11%+42%
Advisory staff1843
Individual clients590230499
Assets per client$584K$1.6M$656K
Clients per advisor3358166
Main custodianPershingSchwab–
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–1–
People on Advicer.bio1232

From each firm's latest Form ADV (Feb 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.

ToolNepsis, Inc.Tealwood Asset ManagementLatko Wealth Management, LTD.
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Nepsis, Inc.: Pershing · Tealwood Asset Management: Schwab, Fidelity · Latko Wealth Management, LTD.: none listed