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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 Performance Wealth (swap one in):+ Good Life Advisors, LLC $4.35B · Celebration, FL+ Trillium Asset Management $4.31B · Boston, MA+ Voya Financial Advisors, Inc. $3.87B · Windsor, CT+ Alamo Advisors, LP $3.87B · San Antonio, TX
Hinsdale, IL
Braintree, MA
Boston, MA
Assets under management$4.09B$4.31B$3.86B
Asset growth, last 2 years+61%+45%–
Advisory staff112327
Individual clients9251,22137
Assets per client$4.4M$3.5M$104.3M
Clients per advisor84531
Main custodianSchwabFidelityGoldman Sachs
Filing with the SEC since202020202024
Tools in their stack12–
People on Advicer.bio1126–

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

ToolPerformance WealthPallas Capital Advisors, LLCCastle Rock Advisors LLC
Financial Planning
eMoney–Uses it–
Portfolio Management
OrionUses itUses it–

Custodians on Form ADV: Performance Wealth: Schwab · Pallas Capital Advisors, LLC: Fidelity · Castle Rock Advisors LLC: Goldman Sachs