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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+ Creativeone Securities, LLC $2.54B · Overland Park, KS
Grand Rapids, MI
Kentwood, MI
El Segundo, CA
Assets under management$2.69B$2.88B$2.54B
Asset growth, last 2 years+14%+13%+55%
Advisory staff131188
Individual clients9388,220176
Assets per client$2.9M$350K$14.4M
Clients per advisor727022
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack–––
People on Advicer.bio131196

From each firm's latest Form ADV (Mar 2026, May 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 · Validus Capital LLC: Schwab