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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 Pecaut Wealth Management (swap one in):+ H. L. Ormond & Company, LLC $401.4M · Greenville, NC+ Tar River Wealth Planning, LLC $401.2M · Louisburg, NC+ Presper Financial Architects, LLC $362.6M · Akron, OH+ Motive Wealth Advisors, LLC $362.6M · Birmingham, MI
Sioux City, IA
Rancho Santa Fe,, CA
Knoxville, TN
Assets under management$381.8M$401.1M$401M
Asset growth, last 2 years+25%+78%+79%
Advisory staff427
Individual clients21956262
Assets per client$1.7M$7.2M$1.5M
Clients per advisor552837
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20212018
Tools in their stack––5
People on Advicer.bio325

From each firm's latest Form ADV (Nov 2025, Mar 2026, Aug 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.

ToolPecaut Wealth ManagementEssential Partners LLCInsight Strategic Wealth LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Digital Marketing
Snappy Kraken––Uses it
Portfolio Management
Orion––Uses it
TAMP
Focus Partners Advisor Solutions––Uses it

Custodians on Form ADV: Pecaut Wealth Management: Schwab · Essential Partners LLC: Schwab · Insight Strategic Wealth LLC: Schwab