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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 Prosperity Advisers, LLC (swap one in):+ Oars Capital $397.7M · Dillsburg, PA+ Cargile Investment Management $394.6M · Midland, TX+ Capstone Wealth Management Group, LLC $356.1M · Dunmore, PA+ Argyle Capital Management, LLC $355.7M · Center Valley, PA
Horsham, PA
West Chester, PA
Ashburn, VA
Assets under management$375.8M$397.3M$394.7M
Asset growth, last 2 years+107%+32%+163%
Advisory staff255
Individual clients289253517
Assets per client$1.3M$1.6M$763K
Clients per advisor14551103
Main custodianSchwab–Schwab
Filing with the SEC since202020152023
Tools in their stack–11
People on Advicer.bio257

From each firm's latest Form ADV (Feb 2026, Mar 2026, Oct 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.

ToolProsperity Advisers, LLCFinancial CoachAbich Financial Wealth Management, LLC
Client File Sharing
Dropbox––Uses it
Schedule Apps
Acuity Scheduling–Uses it–

Custodians on Form ADV: Prosperity Advisers, LLC: Schwab, Lincoln Financial Securities Corporation · Financial Coach: none listed · Abich Financial Wealth Management, LLC: Schwab