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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):+ West Financial Services, Inc. $2.84B · Mclean, VA+ Manchester Capital Management LLC $2.83B · Manchester, VT+ Cookson Peirce Wealth Management $2.56B · Pittsburgh, PA+ Creativeone Securities, LLC $2.54B · Overland Park, KS
Grand Rapids, MI
Kentwood, MI
Sewickley, PA
Assets under management$2.69B$2.88B$2.83B
Asset growth, last 2 years+14%+13%+32%
Advisory staff1311828
Individual clients9388,2202,073
Assets per client$2.9M$350K$1.4M
Clients per advisor727074
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio1311925

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

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.

ToolNpf Investment AdvisorsRegal Investment Advisors LLCFragasso Financial Advisors
Video Meetings & Messaging
Zoom––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Npf Investment Advisors: Fidelity · Regal Investment Advisors LLC: Fidelity, Schwab · Fragasso Financial Advisors: Schwab