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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 Prelude Financial (swap one in):+ Patuxent Financial Planning, LLC $35.3M+ Sorfis Investments, LLC $35.2M · Chardon, OH+ Southworth Investment Management, LLC $31.9M+ Firstline Financial LLC $31.8M · Gilbert, AZ
Wadsworth, OH
Newton, MA
Cambridge, NY
Assets under management$33.5M$35.3M$31.8M
Asset growth, last 2 years–+4%+14%
Advisory staff121
Individual clients364626
Assets per client$932K$767K$1.2M
Clients per advisor362326
Main custodian––Schwab
Filing with the SEC since20262012 or earlier2021
Tools in their stack2–2
People on Advicer.bio121

From each firm's latest Form ADV (Feb 2026, Sep 2026, Apr 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.

ToolPrelude FinancialDorfman Value Investments LLCCambridge Wealth Management, LLC
Advisor Lead Gen
Fee-Only NetworkUses it––
Financial Planning
eMoney––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Prelude Financial: none listed · Dorfman Value Investments LLC: none listed · Cambridge Wealth Management, LLC: Schwab