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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 Pmg Wealth Management (swap one in):+ Go Wealth Management $208.4M · Eugene, OR+ Financial Life Planners $208.4M · Tempe, AZ+ Trailhead Planners, LLC $188.4M · Edina, MN+ Wall Street Financial Group, Inc. $187.7M · Carlinville, IL
Hawthorn Woods, IL
Northfield, IL
Sunset Hills, MO
Assets under management$198.3M$210M$208.3M
Asset growth, last 2 years+43%+31%+28%
Advisory staff432
Individual clients44310077
Assets per client$448K$2.1M$2.7M
Clients per advisor1113339
Main custodianLPL Financial–Fidelity
Filing with the SEC since202120212012 or earlier
Tools in their stack––1
People on Advicer.bio434

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

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.

ToolPmg Wealth ManagementTreetop Wealth Management, LLCSfc Financial LLC
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Pmg Wealth Management: LPL Financial · Treetop Wealth Management, LLC: none listed · Sfc Financial LLC: Fidelity