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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 Petroglyph Wealth (swap one in):+ Kte Capital Management, LLC $10.9M+ Finlayson Financial Planning, Inc. $10.9M+ Common Wealth Management LLC $9.9M · Columbus, OH+ Premier Financial Solutions, LLC $9.9M · Myrtle Beach, SC
Cambridge, MN
Assets under management$10.4M$10.9M$10.9M
Asset growth, last 2 years––−5%
Advisory staff1111
Individual clients172858
Assets per client$612K$390K$188K
Clients per advisor17285
Main custodian––Fidelity
Filing with the SEC since202620262020
Tools in their stack–––
People on Advicer.bio1114

From each firm's latest Form ADV (Apr 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

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

Custodians on Form ADV: Petroglyph Wealth: none listed · Wide Eye Capital: none listed · Advanced Advisor Group, LLC: Fidelity