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 Proficient Wealth Counselors, LLC (swap one in):+ Lake Avenue Financial LLC $154.7M · Pasadena, CA+ Elevage Partners, LLC $154.6M · Reno, NV+ Gross Domestic Product, Inc $139.4M+ Encircle Financial Strategies $139.4M
Norwood, MA
Denver, CO
Assets under management$146.9M$154.6M$154.7M
Asset growth, last 2 years+38%–+26%
Advisory staff112
Individual clients1823962
Assets per client$807K$4M$2.5M
Clients per advisor1823931
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack3––
People on Advicer.bio112

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

ToolProficient Wealth Counselors, LLCCapital Achievements, LLCButler Financial Services
Custodial Platform
Charles SchwabUses it––
Planning Light
AdvyzonUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Proficient Wealth Counselors, LLC: Schwab · Capital Achievements, LLC: Schwab · Butler Financial Services: Schwab