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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):+ Schultz Financial Group Incorporated $214.8M · Reno, NV+ Downshift Financial $214.7M+ Townsend Wealth Management $194M · Columbus, GA+ T.t.g. Financial, Inc. $194M · Canton, OH
Lexington, MA
Assets under management$204.4M$214.8M$194M
Asset growth, last 2 years+28%+22%+50%
Advisory staff238
Individual clients4860298
Assets per client$4.3M$3.6M$651K
Clients per advisor242037
Main custodianSchwabFidelitySchwab
Filing with the SEC since202220202021
Tools in their stack4––
People on Advicer.bio238

From each firm's latest Form ADV (Jul 2026, Oct 2026, Sep 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 LLCInnovative Advisory Group
Client File Sharing
EgnyteUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––
Video Meetings & Messaging
ZoomUses it––

Custodians on Form ADV: Prospect Financial Group LLC: Schwab · Powerhouse Assets LLC: Fidelity · Innovative Advisory Group: Schwab, Community National Bank