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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 Financial Group (swap one in):+ Kansas City Private Wealth Management, LLC $103.9M · Kansas City, MO+ Wealth Strategies Group $102.9M · Newport Beach, CA+ Stewardship Wealth Advisors $93.1M · Phoenix, AZ+ Argenta Wealth Management $93M · North Little Rock, AR
Springfield, MO
Grand Rapids, MI
Assets under management$98M$103M$93.1M
Asset growth, last 2 years––+1,188%
Advisory staff215
Individual clients18837326
Assets per client$521K$2.8M$285K
Clients per advisor943765
Main custodian––Schwab
Filing with the SEC since202620262024
Tools in their stack––1
People on Advicer.bio215

From each firm's latest Form ADV (Jan 2026, Mar 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 Financial GroupEversight Wealth LLCWealthspan Investment Management, LLC
Website Builders
Wix––Uses it

Custodians on Form ADV: Prosperity Financial Group: none listed · Eversight Wealth LLC: none listed · Wealthspan Investment Management, LLC: Schwab