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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
Los Angeles, CA
Assets under management$4.39B$4.94B$4.15B
Asset growth, last 2 years+156%+17%+64%
Advisory staff984535
Individual clients7,4692,7442,278
Assets per client$587K$1.8M$1.8M
Clients per advisor766165
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack227
People on Advicer.bio1026043

From each firm's latest Form ADV (Mar 2026, Apr 2026, Jul 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 CapitalSteelpeak Wealth, LLC
Custodial Platform
Betterment Advisor Solutions––Uses it
Charles Schwab––Uses it
Interactive Brokers––Uses it
CRM
HubSpotUses it–Uses it
Envestnet Tamarac––Uses it
Financial Planning
eMoneyUses itUses it–
Envestnet MoneyGuide––Uses it
Portfolio Management
Orion–Uses it–
Website Builders
Webflow––Uses it

Custodians on Form ADV: Prosperity Capital Advisors: Schwab, Northern Trust, Fidelity · Hamilton Capital: Schwab · Steelpeak Wealth, LLC: Schwab