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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 Personal Asset Strategies, Inc. (swap one in):+ Capital Partners Wealth Management $53.1M · Issaquah, WA+ Arrowstone Wealth, LLC $53.1M+ Swan Retirement Strategies $48M · Sarasota, FL+ Tonge Investments $48M
Westbury, NY
New City, NY
Nyack, NY
Assets under management$50.6M$53.5M$47.9M
Asset growth, last 2 years+46%––
Advisory staff211
Individual clients401789
Assets per client$1.3M$3.1M$538K
Clients per advisor201789
Main custodian–Schwab–
Filing with the SEC since2012 or earlier20242026
Tools in their stack–––
People on Advicer.bio–11

From each firm's latest Form ADV (Jun 2026, Feb 2026, Jan 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Personal Asset Strategies, Inc.: none listed · Lt Advisors LLC: Schwab · Sanskar Advisors, Inc.: none listed