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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+ First Financial Consulting $762.6M · Pasadena, CA+ Nvest Financial, LLC $688.3M · Portsmouth, NH+ Signature Equity Partners, LLC $688.1M · Columbus, OH
New York, NY
Exeter, NH
Assets under management$725.1M$761.9M$761.9M
Asset growth, last 2 years+35%+67%+52%
Advisory staff247
Individual clients331117445
Assets per client$2.2M$6.5M$1.7M
Clients per advisor1662964
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20132015
Tools in their stack112
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, LLCPerennialSummit Wealth Group LLC
CRM
Envestnet Tamarac–Uses itUses it
Website Builders
SquarespaceUses it–Uses it

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