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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+ Minerva Wealth Advisory $79.5M · New York, NY
Atlanta, GA
Atlanta, GA
Scottsdale, AZ
Assets under management$83.7M$88.4M$79.5M
Asset growth, last 2 years–+11%–
Advisory staff214
Individual clients3828240
Assets per client$2.2M$3.2M$331K
Clients per advisor192860
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack217
People on Advicer.bio214

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

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, LLCSun Valley Advisory
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
Vanguard––Uses it
Wealthscape (Fidelity)––Uses it
Website Builders
SquarespaceUses it–Uses it
Webflow–Uses it–
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
CalendlyUses it–Uses it