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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 Prominence Capital (swap one in):+ Wealth for You Financial, LLC $65M · Grand Blanc, MI+ Lincoln Management $64.9M+ Robinson Global Investment Management LLC $58.7M+ Fbs Securities $58.7M · Mckinney, TX
Eagle, ID
Nashua, NH
Westlake, OH
Assets under management$61.8M$65M$58.7M
Asset growth, last 2 years–––
Advisory staff114
Individual clients2239547
Assets per client$2.8M$1.7M$107K
Clients per advisor2239137
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack211
People on Advicer.bio114

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.

ToolProminence CapitalNashua Capital Management LLCAmfg Wealth Management LLC
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab–Uses it–
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
Calendly––Uses it