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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 Propath Financial (swap one in):+ Harlan Financial LLC $62.7M+ Cornerstone Investment Advisors, Inc. $62.7M+ Prosperity Asset Management, LLC $56.6M · Louisville, KY+ Witnauer Sloan & Associates LLC $56.6M · Scottsdale, AZ
Milwaukee, WI
Assets under management$59.7M$62.7M$62.7M
Asset growth, last 2 years––+28%
Advisory staff121
Individual clients78101170
Assets per client$765K$621K$369K
Clients per advisor7851170
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack5––
People on Advicer.bio121

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

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.

ToolPropath FinancialLisch Investment Management LLCKademian Financial Group Inc
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Portfolio Management
CapitectUses it––
Website Builders
WebflowUses it––