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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 Penmar Wealth Management LLC (swap one in):+ Venables Financial Solutions $164K+ Taher Financial Planning $162K · Brooklyn, NY+ Tannhauser Financial LLC $143K · North Wales, PA+ Blueprism Wealth Management LLC $143K
Hot Springs, AR
Assets under management$151K$161K$160K
Asset growth, last 2 years–––
Advisory staff231
Individual clients2–0
Assets per client$76K––
Clients per advisor1––
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack––2
People on Advicer.bio231

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

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.

ToolPenmar Wealth Management LLCForesight Investment Advisors, LLCAuri
CRM
HubSpot––Uses it
Custodial Platform
Charles Schwab––Uses it