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+ Ethos Private Wealth $46.6M
Manassas, VA
Staten Island, NY
White Bear Lake, MN
Assets under management$49.1M$51.6M$46.5M
Asset growth, last 2 years–+91%–
Advisory staff221
Individual clients9691129
Assets per client$511K$567K$361K
Clients per advisor4846129
Main custodian–Schwab–
Filing with the SEC since202620222026
Tools in their stack–2–
People on Advicer.bio231

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

ToolPrimeaumayer FinancialPurevestThompson Financial Transitions Inc.
Digital Marketing
Mailchimp–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Primeaumayer Financial: none listed · Purevest: Schwab · Thompson Financial Transitions Inc.: none listed