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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+ Ap Wealth Management $339.6M · Augusta, GA+ Turning Point Financial $339.4M · Frederick, MD
New York, NY
Eden Prairie, MN
Chicago, IL
Assets under management$357.5M$375.4M$339.6M
Asset growth, last 2 years+8%+95%+27%
Advisory staff1177
Individual clients96138331
Assets per client$3.7M$2.7M$1M
Clients per advisor92047
Main custodianPershingFidelitySchwab
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack122
People on Advicer.bio887

From each firm's latest Form ADV (Mar 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 StreetAza Capital Management
Custodial Platform
NetX360 (Pershing)Uses it––
E-Signature
Adobe Sign–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

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