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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 Prophet Wealth Management (swap one in):+ Buffalo Valley Wealth Plus $84.5M · Mifflinburg, PA+ Louis Henry Wealth Management LLC $84.5M · Denver, CO+ Anchor Wealth Advisors, LLC $76.4M · Cockeysville, MD+ Investment Research Corp $76.3M · Denver, CO
Kenosha, WI
Portland, OR
Assets under management$80.4M$84.5M$76.4M
Asset growth, last 2 years+81%––
Advisory staff243
Individual clients27413190
Assets per client$294K$645K$849K
Clients per advisor1373330
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–16
People on Advicer.bio243

From each firm's latest Form ADV (Mar 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

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.

ToolProphet Wealth ManagementLiberty CapitalImpact Advisors Group
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)––Uses it
Portfolio Management
Capitect––Uses it
Orion––Uses it
Advisory Fee Billing
AdvicePay––Uses it
Client Data Gathering
PreciseFP––Uses it
Website Builders
Wix–Uses it–