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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+ Connected Wealth Solutions, LLC $226.4M · La Grande, OR
Chadds Ford, PA
Overland Park, KS
Oklahoma City, OK
Assets under management$238.4M$250.3M$250.4M
Asset growth, last 2 years−1%+127%+68%
Advisory staff134
Individual clients1173406
Assets per client$238.4M$1.4M$617K
Clients per advisor158102
Main custodian–AltruistSchwab
Filing with the SEC since201820242022
Tools in their stack–23
People on Advicer.bio124

From each firm's latest Form ADV (Mar 2026, Oct 2026, Jul 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 ManagementLig Capital Management, LLC
Digital Marketing
Mailchimp–Uses it–
WealthReach–Uses it–
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Pf Advisors: none listed · Mokan Wealth Management: Altruist · Lig Capital Management, LLC: Schwab, Security Benefit Life Insurance Company, Capital Client Group, Inc.