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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):+ First Financial Consulting $762.6M · Pasadena, 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
Manhattan Beach, CA
Assets under management$725.1M$761.9M$763.2M
Asset growth, last 2 years+35%+67%+19%
Advisory staff246
Individual clients331117975
Assets per client$2.2M$6.5M$783K
Clients per advisor16629163
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20132019
Tools in their stack111
People on Advicer.bio256

From each firm's latest Form ADV (Mar 2026, Aug 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, LLCPerennialJeppson Wealth Management, LLC
CRM
Envestnet Tamarac–Uses it–
SS&C Black Diamond––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Parker Investment Management, LLC: none listed · Perennial: Schwab · Jeppson Wealth Management, LLC: Schwab