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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 Partnership Wealth Management (swap one in):+ Eudaimonia Asset Management, LLC $246.9M · Winchester, TN+ Strive Financial Group, LLC $246.7M · Carmel, IN+ Wincap Financial LLC $223.1M · Boston, MA+ Spring Capital Management $223M · Amarillo, TX
Towson, MD
Chevy Chase, MD
New York, NY
Assets under management$234.9M$247M$246.7M
Asset growth, last 2 years+24%+31%+96%
Advisory staff224
Individual clients139175156
Assets per client$1.7M$1.4M$1.6M
Clients per advisor708839
Main custodianSchwabSEISchwab
Filing with the SEC since20212012 or earlier2022
Tools in their stack3––
People on Advicer.bio223

From each firm's latest Form ADV (Aug 2026, 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.

ToolPartnership Wealth ManagementIntervest LTDValue Investment Professionals, LLC
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––

Custodians on Form ADV: Partnership Wealth Management: Schwab · Intervest LTD: SEI · Value Investment Professionals, LLC: Schwab