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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 Pfg Private Wealth Management, LLC (swap one in):+ Ceera Investments, LLC $303.7M+ Asia Pacific Financial Management Group, Inc. $303.5M · Hagatna+ Chronos Wealth Management, L.l.c. $274M · Clearwater, FL+ Private Wealth Group, LLC $274M · Tampa, FL
Lutz, FL
Tampa, FL
Houston, TX
Assets under management$289M$303.8M$303.5M
Asset growth, last 2 years+42%+44%+63%
Advisory staff723
Individual clients474273109
Assets per client$610K$1.1M$2.8M
Clients per advisor6813736
Main custodianSchwabSchwabSchwab
Filing with the SEC since201820172021
Tools in their stack––3
People on Advicer.bio624

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

ToolPfg Private Wealth Management, LLCBrightwater Advisory, LLCPenney Financial
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Pfg Private Wealth Management, LLC: Schwab · Brightwater Advisory, LLC: Schwab, Foley Private Office · Penney Financial: Schwab