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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
Dallas, TX
Assets under management$365.4M$383.9M$384.6M
Asset growth, last 2 years+69%+20%−15%
Advisory staff424
Individual clients23411850
Assets per client$1.6M$3.3M$7.7M
Clients per advisor595913
Main custodianSchwabSchwabPershing
Filing with the SEC since202020172015
Tools in their stack–64
People on Advicer.bio724

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, LLCPromus Advisors
Custodial Platform
Charles Schwab–Uses itUses it
NetX360 (Pershing)––Uses it
Wealthscape (Fidelity)–Uses it–
CRM
HubSpot–Uses itUses it
Envestnet Tamarac–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses itUses it

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