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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 Prince Asset Management, Inc. (swap one in):+ Davis Financial Management, Inc. $144.6M · Overland Park, KS+ Sterling Financial Advisors, LLC $144.6M+ Dmk Advisor Group, Inc. $130.8M · Lutz, FL+ Solist Financial $130.1M · Tampa, FL
Sarasota, FL
The Villages, FL
Bokeelia, FL
Assets under management$137.7M$145.7M$145.5M
Asset growth, last 2 years–+34%+35%
Advisory staff352
Individual clients1341,261387
Assets per client$1M$116K$376K
Clients per advisor45252194
Main custodianSchwabFidelitySchwab
Filing with the SEC since202420212023
Tools in their stack1–1
People on Advicer.bio343

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

ToolPrince Asset Management, Inc.Parady Wealth ManagementSpyrnal Financial Group
Schedule Apps
Calendly––Uses it
Website Builders
WebflowUses it––

Custodians on Form ADV: Prince Asset Management, Inc.: Schwab · Parady Wealth Management: Fidelity · Spyrnal Financial Group: Schwab