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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 Parker Investment Management, LLC (swap one in):+ Jeppson Wealth Management, LLC $763.2M · Manhattan Beach, CA+ Summit Wealth Group LLC $761.9M · Exeter, NH+ Nvest Financial, LLC $688.3M · Portsmouth, NH+ Signature Equity Partners, LLC $688.1M · Columbus, OH
New York, NY
Pasadena, CA
Assets under management$725.1M$761.9M$762.6M
Asset growth, last 2 years+35%+67%–
Advisory staff247
Individual clients331117636
Assets per client$2.2M$6.5M$1.2M
Clients per advisor1662991
Main custodian–Schwab–
Filing with the SEC since2012 or earlier20132026
Tools in their stack11–
People on Advicer.bio257

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.

ToolParker Investment Management, LLCPerennialFirst Financial Consulting
CRM
Envestnet Tamarac–Uses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Parker Investment Management, LLC: none listed · Perennial: Schwab · First Financial Consulting: none listed