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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
Morristown, NJ
Assets under management$583.6M$612.9M$553.6M
Asset growth, last 2 years+34%+53%+34%
Advisory staff1123
Individual clients158204284
Assets per client$3.7M$3M$1.9M
Clients per advisor1410295
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack232
People on Advicer.bio1223

From each firm's latest Form ADV (Oct 2026, Aug 2026, Jun 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 LLCPegasus Asset Management Inc
CRM
Envestnet Tamarac–Uses itUses it
SS&C Black DiamondUses it––
Client File Sharing
Box–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoneyUses it––
Proposal Generation/Sales Enablement
Nitrogen–Uses it–

Custodians on Form ADV: Persium Advisors, LLC: Schwab · Auctus Advisors LLC: Schwab · Pegasus Asset Management Inc: Schwab