Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Prosperitus Wealth Advisors (swap one in):+ Carter Capital Management $73M+ Heritage House Asset Management $72.9M · Boston, MA+ Rivercities Asset Management, LLC $65.9M · Owensboro, KY+ Venturemfo LLC $65.8M · Boca Raton, FL
Coral Springs, FL
Palm Beach Gardens, FL
Winter Park, FL
Assets under management$69.4M$73.2M$73.1M
Asset growth, last 2 years––+19%
Advisory staff412
Individual clients22712729
Assets per client$306K$576K$2.5M
Clients per advisor5712715
Main custodian––U.S. Bank
Filing with the SEC since202620262013
Tools in their stack1––
People on Advicer.bio411

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

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.

ToolProsperitus Wealth AdvisorsRetirement Income Strategies Inc.Lyons Investment Management
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Prosperitus Wealth Advisors: none listed · Retirement Income Strategies Inc.: none listed · Lyons Investment Management: U.S. Bank