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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):+ Financial Life Planners $208.4M · Tempe, AZ+ Sfc Financial LLC $208.3M · Sunset Hills, MO+ Bristlecone Value Partners, LLC $188.4M · Los Angeles, CA+ Wall Street Financial Group, Inc. $187.7M · Carlinville, IL
Hawthorn Woods, IL
Northfield, IL
Edina, MN
Assets under management$198.3M$210M$188.4M
Asset growth, last 2 years+43%+31%+58%
Advisory staff433
Individual clients443100151
Assets per client$448K$2.1M$1.2M
Clients per advisor1113350
Main custodianLPL Financial–Schwab
Filing with the SEC since202120212023
Tools in their stack–––
People on Advicer.bio432

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

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

Custodians on Form ADV: Pmg Wealth Management: LPL Financial · Treetop Wealth Management, LLC: none listed · Trailhead Planners, LLC: Schwab