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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 Paul Manners & Associates, Inc. (swap one in):+ Mb, Levis & Associates,LLC $411.6M · Center Valley, PA+ Bdfs Capital LLC $411.3M · Rehoboth Beach, DE+ Pinnacle Family Advisors, LLC $371.7M · Springfield, MO+ Olistico Wealth, LLC $371.5M · Tulsa, OK
Marietta, GA
Decatur, GA
San Diego, CA
Assets under management$391.7M$415.2M$371.9M
Asset growth, last 2 years+0%+27%+38%
Advisory staff256
Individual clients231332209
Assets per client$1.7M$1.3M$1.8M
Clients per advisor1166635
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack–––
People on Advicer.bio268

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

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Paul Manners & Associates, Inc.: none listed · Ferguson Shapiro LLC: Schwab · Pacific Wealth Management: Schwab