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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):+ Solebury Asset Management LLC $84.5M+ Buffalo Valley Wealth Plus $84.5M · Mifflinburg, PA+ 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$84.5M
Asset growth, last 2 years+81%–+30%
Advisory staff241
Individual clients27413125
Assets per client$294K$645K$3.4M
Clients per advisor1373325
Main custodian––Schwab
Filing with the SEC since2012 or earlier20262023
Tools in their stack–1–
People on Advicer.bio241

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 CapitalLouis Henry Wealth Management LLC
Website Builders
Wix–Uses it–

Custodians on Form ADV: Prophet Wealth Management: none listed · Liberty Capital: none listed · Louis Henry Wealth Management LLC: Schwab