Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Primeaumayer Financial (swap one in):+ Northstar Capital Advisors LLC $51.6M+ Purple Dog Investments LLC $51.6M · Springfield, NJ+ Hurst Wealth Advisors, PC $46.6M · Douglas, GA+ Thompson Financial Transitions Inc. $46.5M · White Bear Lake, MN
Manassas, VA
Staten Island, NY
Assets under management$49.1M$51.6M$46.6M
Asset growth, last 2 years–+91%+108%
Advisory staff223
Individual clients969146
Assets per client$511K$567K$1M
Clients per advisor484615
Main custodian–Schwab–
Filing with the SEC since202620222013
Tools in their stack–21
People on Advicer.bio233

From each firm's latest Form ADV (Sep 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.

ToolPrimeaumayer FinancialPurevestEthos Private Wealth
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Primeaumayer Financial: none listed · Purevest: Schwab · Ethos Private Wealth: none listed