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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+ Impact Advisors Group $76.4M+ Anchor Wealth Advisors, LLC $76.4M · Cockeysville, MD
Kenosha, WI
Portland, OR
Denver, CO
Assets under management$80.4M$84.5M$76.3M
Asset growth, last 2 years+81%–+47%
Advisory staff2416
Individual clients274131163
Assets per client$294K$645K$468K
Clients per advisor1373310
Main custodian–––
Filing with the SEC since2012 or earlier20262012 or earlier
Tools in their stack–1–
People on Advicer.bio2415

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

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.

ToolProphet Wealth ManagementLiberty CapitalInvestment Research Corp
Website Builders
Wix–Uses it–