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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+ Greycliff Wealth Management, LLC $83.8M · New York, NY+ Double Duty Money Management LLC $83.7M · New York, NY
New York, NY
Brooklyn, NY
Assets under management$88.5M$93M$84.1M
Asset growth, last 2 years+35%+55%–
Advisory staff222
Individual clients559373
Assets per client$1.6M$1M$1.2M
Clients per advisor284737
Main custodianSchwabPershing–
Filing with the SEC since202220222026
Tools in their stack141
People on Advicer.bio123

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 FinancialFmi Financial, LTD.
Advisory Fee Billing
AdvicePay–Uses it–
CRM
HubSpotUses it––
Custodial Platform
Altruist–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
OnceHub–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Prolific Solutions: Schwab, Fidelity, Empower · Thinking Big Financial: Pershing · Fmi Financial, LTD.: none listed