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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 Papamarkou Wellner Perkin Advisors (swap one in):+ Marin Bay Wealth Advisors, LLC $375.6M · San Anselmo, CA+ Retirement Planning Group, LLC $375.4M · Malta, NY+ Aza Capital Management $339.6M · Chicago, IL+ Turning Point Financial $339.4M · Frederick, MD
New York, NY
Eden Prairie, MN
Augusta, GA
Assets under management$357.5M$375.4M$339.6M
Asset growth, last 2 years+8%+95%+43%
Advisory staff1175
Individual clients96138269
Assets per client$3.7M$2.7M$1.3M
Clients per advisor92054
Main custodianPershingFidelitySchwab
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack125
People on Advicer.bio885

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

ToolPapamarkou Wellner Perkin AdvisorsAbbey StreetAp Wealth Management
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)Uses it––
Advisor Lead Gen
Fee-Only Network––Uses it
E-Signature
Adobe Sign–Uses it–
Financial Planning
eMoney–Uses itUses it
Planning Light
Advyzon––Uses it
Schedule Apps
OnceHub––Uses it

Custodians on Form ADV: Papamarkou Wellner Perkin Advisors: Pershing, Wilmington Trust Corporation · Abbey Street: Fidelity · Ap Wealth Management: Schwab