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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):+ Promus Advisors $384.6M · Dallas, TX+ Paragon Financial Services $383.7M · Richmond, VA+ Pflug Koory, LLC $347M · Omaha, NE+ Leconte Wealth Management, LLC $346.8M · Maryville, TN
Fargo, ND
Novato, CA
Assets under management$365.4M$383.9M$384M
Asset growth, last 2 years+69%+20%–
Advisory staff423
Individual clients234118252
Assets per client$1.6M$3.3M$1.5M
Clients per advisor595984
Main custodianSchwabSchwab–
Filing with the SEC since202020172024
Tools in their stack–6–
People on Advicer.bio722

From each firm's latest Form ADV (Oct 2026, May 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, LLCKetron Financial LLC
CRM
Envestnet Tamarac–Uses it–
HubSpot–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Prairiewood Wealth Management: Schwab · Longview Financial Advisors, LLC: Schwab, Ascensus Investment Advisors, LLC · Ketron Financial LLC: none listed