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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 Prakash Investment Advisors LLC (swap one in):+ Pathmont Investment Management $169.7M · Seattle, WA+ Stonekeep Investments, LLC $169.6M+ Steve Lynch Wealth Management $153.4M · Albuquerque, NM+ Financial Legacy Management, Nc. $153.1M · Little Rock, AR
Doylestown, PA
Assets under management$161.5M$169.7M$153.1M
Asset growth, last 2 years+34%+17%+316%
Advisory staff213
Individual clients8045133
Assets per client$2M$3.8M$1.2M
Clients per advisor404544
Main custodianSchwab–Schwab
Filing with the SEC since202420142018
Tools in their stack––2
People on Advicer.bio2–3

From each firm's latest Form ADV (Jul 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.

ToolPrakash Investment Advisors LLCFamily Cfo, LLCAventine Financial Group
Custodial Platform
Charles Schwab––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Prakash Investment Advisors LLC: Schwab · Family Cfo, LLC: none listed · Aventine Financial Group: Schwab