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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 Prosperifi LLC (swap one in):+ Alignment Financial Group $77.6M+ Bleeck Financial Management, Inc. $77.6M · Carmel, CA+ Achieving Veritas LLC $70.1M · St. Augustine, FL+ Bacon & Company $70.1M
Des Plaines, IL
Little Rock, AR
Santa Barbara, CA
Assets under management$73.9M$77.6M$70.2M
Asset growth, last 2 years–+398%−5%
Advisory staff123
Individual clients8812844
Assets per client$839K$606K$1.6M
Clients per advisor886415
Main custodian––Schwab
Filing with the SEC since20262012 or earlier2013
Tools in their stack111
People on Advicer.bio122

From each firm's latest Form ADV (Apr 2026, Mar 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

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.

ToolProsperifi LLCEthos Capital Group, LLCWang Financial, LLC
Schedule Apps
CalendlyUses it––
Video Meetings & Messaging
Zoom–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Prosperifi LLC: none listed · Ethos Capital Group, LLC: none listed · Wang Financial, LLC: Schwab