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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):+ Mystic Asset Management $614.6M · Warwick, RI+ Capital A Wealth Management $612.9M · Cranberry Twp., PA+ Rfg Wealth Advisory $553.8M · Argyle, TX+ Global View Investment Advisors, LLC $553.8M · Greenville, SC
Atlanta, GA
Charlotte, NC
La Jolla, CA
Assets under management$583.6M$612.9M$614.8M
Asset growth, last 2 years+34%+53%+34%
Advisory staff1127
Individual clients158204269
Assets per client$3.7M$3M$2.3M
Clients per advisor1410238
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack2310
People on Advicer.bio1226

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

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 LLCFinancial Alternatives, Inc.
Custodial Platform
Charles Schwab––Uses it
Vanguard––Uses it
Wealthscape (Fidelity)––Uses it
Client File Sharing
Box–Uses it–
ShareFile––Uses it
CRM
Envestnet Tamarac–Uses itUses it
SS&C Black DiamondUses it––
Client Data Gathering
PreciseFP––Uses it
Equity Compensation
StockOpter––Uses it
Financial Planning
eMoneyUses it–Uses it
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Video Meetings & Messaging
Zoom––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Persium Advisors, LLC: Schwab · Auctus Advisors LLC: Schwab · Financial Alternatives, Inc.: Fidelity, Schwab