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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 Prospect Financial Group LLC (swap one in):+ Simplyria Advisor Network $214.9M · Brighton, MI+ Schultz Financial Group Incorporated $214.8M · Reno, NV+ Townsend Wealth Management $194M · Columbus, GA+ T.t.g. Financial, Inc. $194M · Canton, OH
Assets under management$204.4M$214.8M$214.7M
Asset growth, last 2 years+28%+22%–
Advisory staff233
Individual clients486081
Assets per client$4.3M$3.6M$2.6M
Clients per advisor242027
Main custodianSchwabFidelitySchwab
Filing with the SEC since202220202024
Tools in their stack4–1
People on Advicer.bio233

From each firm's latest Form ADV (Jul 2026, Oct 2026, Jun 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.

ToolProspect Financial Group LLCPowerhouse Assets LLCDownshift Financial
Client File Sharing
EgnyteUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––
Schedule Apps
Calendly––Uses it
Video Meetings & Messaging
ZoomUses it––

Custodians on Form ADV: Prospect Financial Group LLC: Schwab · Powerhouse Assets LLC: Fidelity · Downshift Financial: Schwab