Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Global View Investment Advisors, LLC $553.8M · Greenville, SC+ Pegasus Asset Management Inc $553.6M · Morristown, NJ
Atlanta, GA
Charlotte, NC
Argyle, TX
Assets under management$583.6M$612.9M$553.8M
Asset growth, last 2 years+34%+53%+103%
Advisory staff1128
Individual clients158204415
Assets per client$3.7M$3M$1.3M
Clients per advisor1410252
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20172018
Tools in their stack233
People on Advicer.bio1228

From each firm's latest Form ADV (Oct 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.

ToolPersium Advisors, LLCAuctus Advisors LLCRfg Wealth Advisory
CRM
Envestnet Tamarac–Uses it–
SS&C Black DiamondUses it––
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)––Uses it
Client File Sharing
Box–Uses it–
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
GReminders––Uses it

Custodians on Form ADV: Persium Advisors, LLC: Schwab · Auctus Advisors LLC: Schwab · Rfg Wealth Advisory: Schwab