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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 Park River Advisors (swap one in):+ Tower Wealth Advisors, Inc. $47.4M · Wheaton, IL+ Lailaps Capital, L.l.c. $47.4M · Abbeville, LA+ Wealth Management of Kentucky, Inc. $42.9M · Lexington, KY+ Clifford Financial Planning, Inc. $42.9M · Santa Rosa, CA
Portland, OR
Vancouver, B.c.
Assets under management$45.1M$47.4M$47.4M
Asset growth, last 2 years––+30%
Advisory staff222
Individual clients387975
Assets per client$1.2M$600K$632K
Clients per advisor194038
Main custodian–––
Filing with the SEC since202620262018
Tools in their stack–3–
People on Advicer.bio22–

From each firm's latest Form ADV (Feb 2026, Aug 2026, Oct 2025). 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.

ToolPark River AdvisorsApm WealthCadogan Park
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly–Uses it–