Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Pathfinder Advisory, Inc. (swap one in):+ Hidden Hills Wealth $127.5M+ Longview Wealth Management, LLC $127.5M+ Wealth Management Advisors RIA, Inc. $115.2M · Windsor, CO+ Uyana Partners LLC $115M · Miami, FL
Rockford, IL
Northfield, IL
Assets under management$121.4M$129.2M$115.1M
Asset growth, last 2 years+755%+275%+17%
Advisory staff324
Individual clients1429876
Assets per client$855K$1.3M$1.5M
Clients per advisor474919
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack–1–
People on Advicer.bio323

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.

ToolPathfinder Advisory, Inc.Marcus Capital, LLCRevolution Partners, LLC
Financial Planning
RightCapital (Right Capital)–Uses it–

Custodians on Form ADV: Pathfinder Advisory, Inc.: none listed · Marcus Capital, LLC: Schwab · Revolution Partners, LLC: Schwab