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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 Prestige Wealthwide, LLC (swap one in):+ Clarity Wealth Development, LLC $208.6M · Corvallis, OR+ Golden Bell Financial Planning, LLC $208.6M+ Highroad Wealth Advisors, LLC $188.5M · Coos Bay, OR+ Trailhead Planners, LLC $188.4M · Edina, MN
Lehi, UT
Richardson, TX
Eugene, OR
Assets under management$198.5M$208.6M$208.4M
Asset growth, last 2 years+13%+38%+91%
Advisory staff319
Individual clients186196457
Assets per client$1.1M$1.1M$456K
Clients per advisor6219651
Main custodianSchwabFidelitySchwab
Filing with the SEC since20222012 or earlier2017
Tools in their stack–1–
People on Advicer.bio219

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

ToolPrestige Wealthwide, LLCStrategic Wealth PlanningGo Wealth Management
CRM
SS&C Black Diamond–Uses it–

Custodians on Form ADV: Prestige Wealthwide, LLC: Schwab · Strategic Wealth Planning: Fidelity, Vantage Retirement Plans, LLC · Go Wealth Management: Schwab