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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 Pragmatic Portfolios, LLC (swap one in):+ Mg Capital Partners, LLC $83.3M+ Caprock Wealth Management $83.3M · Little Rock, AR+ Telos Wealth $75.4M · Wenatchee, WA+ Nw Advisory $75.4M
Columbus, OH
Dallas, TX
Assets under management$79.3M$83.3M$83.3M
Asset growth, last 2 years–+48%+19%
Advisory staff113
Individual clients4350113
Assets per client$1.8M$1.7M$738K
Clients per advisor435038
Main custodian–––
Filing with the SEC since20262012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio112

From each firm's latest Form ADV (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

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.

ToolPragmatic Portfolios, LLCSteele Investment Counsel, LTD.7th Harvest Investments
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it