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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+ T.t.g. Financial, Inc. $194M · Canton, OH+ Innovative Advisory Group $194M · Lexington, MA
Columbus, GA
Assets under management$204.4M$214.8M$194M
Asset growth, last 2 years+28%+22%+44%
Advisory staff232
Individual clients4860179
Assets per client$4.3M$3.6M$1.1M
Clients per advisor242090
Main custodianSchwabFidelitySchwab
Filing with the SEC since202220202012 or earlier
Tools in their stack4––
People on Advicer.bio232

From each firm's latest Form ADV (Jul 2026, Oct 2026, Feb 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 LLCTownsend Wealth Management
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 · Townsend Wealth Management: Schwab