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.

Pragmatic Portfolios, LLC
Steele Investment Counsel, LTD.
Caprock Wealth Management

Similar in size to Pragmatic Portfolios, LLC (swap one in):+ 7th Harvest Investments $83.3M · Dallas, TX + Mg Capital Partners, LLC $83.3M + Telos Wealth $75.4M · Wenatchee, WA + Nw Advisory $75.4M

	Pragmatic Portfolios, LLC	Steele Investment Counsel, LTD. Columbus, OH	Caprock Wealth Management Little Rock, AR
Assets under management	$79.3M	$83.3M	$83.3M
Asset growth, last 2 years	–	+48%	–
Advisory staff	1	1	2
Individual clients	43	50	100
Assets per client	$1.8M	$1.7M	$833K
Clients per advisor	43	50	50
Main custodian	–	–	–
Filing with the SEC since	2026	2012 or earlier	2026
Tools in their stack	–	–	8
People on Advicer.bio	1	1	2

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.