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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):+ Tar River Wealth Planning, LLC $401.2M · Louisburg, NC+ Insight Strategic Wealth LLC $401M · Knoxville, TN+ Motive Wealth Advisors, LLC $362.6M · Birmingham, MI+ Income Focus Portfolio Management $362.5M · Jackson, WY
Sioux City, IA
Rancho Santa Fe,, CA
Akron, OH
Assets under management$381.8M$401.1M$362.6M
Asset growth, last 2 years+25%+78%+26%
Advisory staff423
Individual clients21956533
Assets per client$1.7M$7.2M$680K
Clients per advisor5528178
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20212018
Tools in their stack–––
People on Advicer.bio323

From each firm's latest Form ADV (Nov 2025, Mar 2026, Sep 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: Pecaut Wealth Management: Schwab · Essential Partners LLC: Schwab · Presper Financial Architects, LLC: Schwab