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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 Professional Financial (swap one in):+ Pento Portfolio Strategies, LLC $237.3M · Naples, FL+ Fort Vancouver Investment Management, LLC $237.1M · Vancouver, WA+ Simmons Capital Group $213M · Halfmoon, NY+ Bck Partners, Inc. $212.7M · Corning, NY
Pittsford, NY
Montrose, CO
Syosset, NY
Assets under management$225.8M$237.2M$214.3M
Asset growth, last 2 years+18%+67%+46%
Advisory staff355
Individual clients93413297
Assets per client$2.4M$574K$722K
Clients per advisor318359
Main custodianSchwabSchwabFolio
Filing with the SEC since20162012 or earlier2012 or earlier
Tools in their stack––3
People on Advicer.bio365

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

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.

ToolProfessional FinancialElderado Financial, Inc4thought Financial Group Inc.
CRM
HubSpot––Uses it
Financial Planning
eMoney––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Professional Financial: Schwab · Elderado Financial, Inc: Schwab · 4thought Financial Group Inc.: Folio