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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 Persium Advisors, LLC (swap one in):+ Financial Alternatives, Inc. $614.8M · La Jolla, CA+ Mystic Asset Management $614.6M · Warwick, RI+ Rfg Wealth Advisory $553.8M · Argyle, TX+ Global View Investment Advisors, LLC $553.8M · Greenville, SC
Atlanta, GA
Charlotte, NC
Cranberry Twp., PA
Assets under management$583.6M$612.9M$612.9M
Asset growth, last 2 years+34%+53%+311%
Advisory staff11211
Individual clients1582041,143
Assets per client$3.7M$3M$536K
Clients per advisor14102104
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20172023
Tools in their stack233
People on Advicer.bio12212

From each firm's latest Form ADV (Oct 2026, Aug 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

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.

ToolPersium Advisors, LLCAuctus Advisors LLCCapital A Wealth Management
CRM
Envestnet Tamarac–Uses it–
SS&C Black DiamondUses it––
Client File Sharing
Box–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Email & Office Suites
Microsoft 365––Uses it
Financial Planning
eMoneyUses it––
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
Nitrogen–Uses it–

Custodians on Form ADV: Persium Advisors, LLC: Schwab · Auctus Advisors LLC: Schwab · Capital A Wealth Management: Schwab, Fidelity