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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):+ Abich Financial Wealth Management, LLC $394.7M · Ashburn, VA+ 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
Pensacola, FL
Assets under management$375.8M$397.3M$356.5M
Asset growth, last 2 years+107%+32%+28%
Advisory staff256
Individual clients289253219
Assets per client$1.3M$1.6M$1.6M
Clients per advisor1455137
Main custodianSchwab–Schwab
Filing with the SEC since202020152012 or earlier
Tools in their stack–13
People on Advicer.bio256

From each firm's latest Form ADV (Feb 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.

ToolProsperity Advisers, LLCFinancial CoachSaltmarsh Financial Advisors, LLC
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
Custodial Platform
Charles Schwab––Uses it
Schedule Apps
Acuity Scheduling–Uses it–

Custodians on Form ADV: Prosperity Advisers, LLC: Schwab, Lincoln Financial Securities Corporation · Financial Coach: none listed · Saltmarsh Financial Advisors, LLC: Schwab