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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 Solutions, LLC (swap one in):+ Steadmont Advisors, LLC $430.7M · Birmingham, AL+ Arrowroot Family Office, LLC $430.7M · Marina Del Rey, CA+ Avisen Advisors, LLC $389M · Sacramento, CA+ Sentinel Wealth Management, Inc. $388.8M · Reston, VA
Fairfax, VA
Bloomington, MN
Fort Worth, TX
Assets under management$409.7M$430.6M$430.4M
Asset growth, last 2 years+79%+33%+73%
Advisory staff645
Individual clients27979429
Assets per client$1.5M$5.5M$1M
Clients per advisor472086
Main custodianSchwabFidelityPershing
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack214
People on Advicer.bio638

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

ToolProfessional Financial Solutions, LLCWhite Pine Capital LLCSwmg, LLC
Custodial Platform
Charles SchwabUses it–Uses it
NetX360 (Pershing)––Uses it
Financial Planning
eMoney––Uses it
Planning Light
AdvyzonUses it––
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Professional Financial Solutions, LLC: Schwab · White Pine Capital LLC: Fidelity · Swmg, LLC: Pershing, Schwab