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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 Prairiewood Wealth Management (swap one in):+ Ketron Financial LLC $384M · Novato, CA+ Paragon Financial Services $383.7M · Richmond, VA+ Pflug Koory, LLC $347M · Omaha, NE+ Leconte Wealth Management, LLC $346.8M · Maryville, TN
Fargo, ND
San Francisco, CA
Assets under management$365.4M$383.9M$346.7M
Asset growth, last 2 years+69%+20%+78%
Advisory staff426
Individual clients234118141
Assets per client$1.6M$3.3M$2.5M
Clients per advisor595924
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020172021
Tools in their stack–63
People on Advicer.bio725

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

ToolPrairiewood Wealth ManagementLongview Financial Advisors, LLCCitrine Capital
CRM
Envestnet Tamarac–Uses it–
HubSpot–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Prairiewood Wealth Management: Schwab · Longview Financial Advisors, LLC: Schwab, Ascensus Investment Advisors, LLC · Citrine Capital: Schwab