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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 Capital Advisors (swap one in):+ Heritage Investors Management Corp $4.63B · Bethesda, MD+ Verdence Capital Advisors, LLC $4.63B · Hunt Valley, MD+ Cetera Planning Partners $4.16B · Leawood, KS+ Ancora Private Wealth Advisors, LLC $3.9B · Cleveland, OH
Westlake, OH
Columbus, OH
Williamston, MI
Assets under management$4.39B$4.94B$4.64B
Asset growth, last 2 years+156%+17%+72%
Advisory staff984569
Individual clients7,4692,7444,898
Assets per client$587K$1.8M$948K
Clients per advisor766171
Main custodianSchwabSchwabAxos Clearing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack22–
People on Advicer.bio1026069

From each firm's latest Form ADV (Mar 2026, Apr 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 Capital AdvisorsHamilton CapitalCg Advisory Services
CRM
HubSpotUses it––
Financial Planning
eMoneyUses itUses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Prosperity Capital Advisors: Schwab, Northern Trust, Fidelity · Hamilton Capital: Schwab · Cg Advisory Services: Axos Clearing, LPL Financial