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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 Ntv Asset Management, LLC (swap one in):+ Premier Path Wealth Partners, LLC $1.22B · Madison, NJ+ Element Pointe Family Office $1.22B · Miami, FL+ Enclave Advisors, LLC $1.1B · Austin, TX+ Bruni J V & Co $1.1B · Colorado Springs, CO
Charleston, WV
Beverly, MA
Louisville, KY
Assets under management$1.16B$1.22B$1.22B
Asset growth, last 2 years+41%+21%+42%
Advisory staff585
Individual clients338636219
Assets per client$3.4M$1.9M$5.6M
Clients per advisor688044
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2––
People on Advicer.bio595

From each firm's latest Form ADV (Mar 2026, Jun 2026, Jan 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.

ToolNtv Asset Management, LLCCabot Wealth ManagementParthenon LLC
Custodial Platform
Charles SchwabUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Ntv Asset Management, LLC: Schwab · Cabot Wealth Management: Schwab · Parthenon LLC: Schwab