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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+ Ap Wealth Management $339.6M · Augusta, GA
New York, NY
Eden Prairie, MN
Frederick, MD
Assets under management$357.5M$375.4M$339.4M
Asset growth, last 2 years+8%+95%+9%
Advisory staff11715
Individual clients96138784
Assets per client$3.7M$2.7M$433K
Clients per advisor92052
Main custodianPershingFidelitySEI
Filing with the SEC since2012 or earlier20192019
Tools in their stack123
People on Advicer.bio8815

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 StreetTurning Point Financial
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
CRM
HubSpot––Uses it
Custodial Platform
NetX360 (Pershing)Uses it––
E-Signature
Adobe Sign–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Papamarkou Wellner Perkin Advisors: Pershing, Wilmington Trust Corporation · Abbey Street: Fidelity · Turning Point Financial: SEI