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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 Pathfinder Financial Services (swap one in):+ Connor Capital Management, LLC $46.8M · Vienna, VA+ Wealth Management Advisors, Inc. $46.8M · St. Louis, MO+ Brightview Financial Solutions $42.3M · Redwood City, CA+ Life After Grief Financial Planning $42.3M
Trinity, FL
Evansville, IN
Assets under management$44.6M$46.8M$46.8M
Asset growth, last 2 years–––
Advisory staff121
Individual clients10796130
Assets per client$417K$488K$360K
Clients per advisor10748130
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–2–
People on Advicer.bio121

From each firm's latest Form ADV (Jun 2026, Mar 2026, Apr 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.

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 Financial ServicesPelorus Financial, LLCAydt Investment Management, Inc.
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses it–