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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 Pf Advisors (swap one in):+ Fisher & Wiens Wealth Management, LLC $250.3M · Danville, CA+ Main Street Investment Advisors, LLC $250.3M · Northbrook, IL+ Mindoro Capital Partners LLC $226.4M+ D.h. Hill Advisors, Inc. $226.4M · Kingwood, TX
Chadds Ford, PA
Overland Park, KS
La Grande, OR
Assets under management$238.4M$250.3M$226.4M
Asset growth, last 2 years−1%+127%+56%
Advisory staff132
Individual clients1173312
Assets per client$238.4M$1.4M$726K
Clients per advisor158156
Main custodian–AltruistFidelity
Filing with the SEC since201820242023
Tools in their stack–22
People on Advicer.bio122

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

ToolPf AdvisorsMokan Wealth ManagementConnected Wealth Solutions, LLC
Digital Marketing
Mailchimp–Uses it–
Snappy Kraken––Uses it
WealthReach–Uses it–
Performance Reporting
Orion––Uses it

Custodians on Form ADV: Pf Advisors: none listed · Mokan Wealth Management: Altruist · Connected Wealth Solutions, LLC: Fidelity