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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 Nora Wealth (swap one in):+ Preserve Private Wealth, LLC $88M · Bethesda, MD+ Hofkin Capital Management, Inc. $88M · Edina, MN+ Archer Wealth Advisors $79.6M · Coeur D'alene, ID+ Sun Valley Advisory $79.5M · Scottsdale, AZ
Atlanta, GA
Atlanta, GA
New York, NY
Assets under management$83.7M$88.4M$79.5M
Asset growth, last 2 years–+11%+50%
Advisory staff212
Individual clients382834
Assets per client$2.2M$3.2M$2.3M
Clients per advisor192817
Main custodian––Pershing
Filing with the SEC since20262012 or earlier2016
Tools in their stack211
People on Advicer.bio212

From each firm's latest Form ADV (May 2026, Feb 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.

ToolNora WealthWorthscape, LLCMinerva Wealth Advisory
Website Builders
SquarespaceUses it–Uses it
Webflow–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Nora Wealth: none listed · Worthscape, LLC: none listed · Minerva Wealth Advisory: Pershing, Schwab