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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 Prolific Solutions (swap one in):+ Oppenheimer + Close, LLC $93M · New York, NY+ Cade Group, Inc. $93M · Carmel, IN+ Fmi Financial, LTD. $84.1M+ Greycliff Wealth Management, LLC $83.8M · New York, NY
New York, NY
Brooklyn, NY
New York, NY
Assets under management$88.5M$93M$83.7M
Asset growth, last 2 years+35%+55%+211%
Advisory staff223
Individual clients559314
Assets per client$1.6M$1M$6M
Clients per advisor28475
Main custodianSchwabPershingVanguard
Filing with the SEC since202220222023
Tools in their stack14–
People on Advicer.bio12–

From each firm's latest Form ADV (Mar 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.

ToolProlific SolutionsThinking Big FinancialDouble Duty Money Management LLC
Advisory Fee Billing
AdvicePay–Uses it–
CRM
HubSpotUses it––
Custodial Platform
Altruist–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
OnceHub–Uses it–

Custodians on Form ADV: Prolific Solutions: Schwab, Fidelity, Empower · Thinking Big Financial: Pershing · Double Duty Money Management LLC: Vanguard