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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):+ Weyhill Investment Counsel, LLC $35.3M+ Patuxent Financial Planning, LLC $35.3M+ Southworth Investment Management, LLC $31.9M+ Firstline Financial LLC $31.8M · Gilbert, AZ
Wadsworth, OH
Newton, MA
Chardon, OH
Assets under management$33.5M$35.3M$35.2M
Asset growth, last 2 years–+4%–
Advisory staff122
Individual clients364641
Assets per client$932K$767K$859K
Clients per advisor362321
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack2–3
People on Advicer.bio122

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

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 LLCSorfis Investments, LLC
Custodial Platform
Charles Schwab––Uses it
Interactive Brokers––Uses it
Advisor Lead Gen
Fee-Only NetworkUses it––
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
CalendlyUses it––