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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 Npf Investment Advisors (swap one in):+ Manchester Capital Management LLC $2.83B · Manchester, VT+ Fragasso Financial Advisors $2.83B · Sewickley, PA+ Cookson Peirce Wealth Management $2.56B · Pittsburgh, PA+ Validus Capital LLC $2.54B · El Segundo, CA
Grand Rapids, MI
Kentwood, MI
Overland Park, KS
Assets under management$2.69B$2.88B$2.54B
Asset growth, last 2 years+14%+13%+48%
Advisory staff13118123
Individual clients9388,22012,362
Assets per client$2.9M$350K$206K
Clients per advisor7270101
Main custodianFidelityFidelityPershing
Filing with the SEC since2012 or earlier2012 or earlier2013
Tools in their stack–––
People on Advicer.bio13119129

From each firm's latest Form ADV (Mar 2026, May 2026, Oct 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Npf Investment Advisors: Fidelity · Regal Investment Advisors LLC: Fidelity, Schwab · Creativeone Securities, LLC: Pershing, Schwab