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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 Proficient Wealth Counselors, LLC (swap one in):+ Butler Financial Services $154.7M · Denver, CO+ Elevage Partners, LLC $154.6M · Reno, NV+ Gross Domestic Product, Inc $139.4M+ The Scott S. James Company $139.4M · Falls Church, VA
Norwood, MA
Assets under management$146.9M$154.6M$139.4M
Asset growth, last 2 years+38%–+21%
Advisory staff111
Individual clients18239240
Assets per client$807K$4M$581K
Clients per advisor18239240
Main custodianSchwabSchwabRaymond James
Filing with the SEC since2012 or earlier20242023
Tools in their stack3––
People on Advicer.bio111

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

ToolProficient Wealth Counselors, LLCCapital Achievements, LLCEncircle Financial Strategies
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 · Encircle Financial Strategies: Raymond James