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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 Promethium (swap one in):+ Washington Growth Strategies LLC $247.2M · Washington, DC+ Agp Franklin, LLC $247.1M · Franklin, TN+ Noble Wealth Management, Inc. $223.4M · Newport Beach, CA+ Valley Brook Capital Group $223.3M · Venetia, PA
Bethesda, MD
Carlsbad, CA
Exeter, NH
Assets under management$235.3M$247.1M$247.2M
Asset growth, last 2 years−17%+36%+46%
Advisory staff453
Individual clients277187148
Assets per client$849K$1.3M$1.7M
Clients per advisor693749
Main custodian–SchwabSchwab
Filing with the SEC since20232012 or earlier2015
Tools in their stack–32
People on Advicer.bio564

From each firm's latest Form ADV (Oct 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.

ToolPromethiumAnchor Bay Capital, Inc.Blueline Advisors
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
Acuity Scheduling––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Promethium: none listed · Anchor Bay Capital, Inc.: Schwab · Blueline Advisors: Schwab, LPL Financial, Wells Fargo