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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 Planning (swap one in):+ Sanchez Wealth Management Group, LLC $571.2M · Jacksonville, FL+ Ttp Investments, Inc. $570.6M · San Jose, CA+ Prudent Investors $515.8M · Lake Forest, CA+ Orion Investment Co $515.4M · St Louis, MO
North Kansas City, MO
Friendswood, TX
Norwich, VT
Assets under management$543.2M$571.2M$571.2M
Asset growth, last 2 years+30%+50%+12%
Advisory staff10138
Individual clients383922246
Assets per client$1.4M$619K$2.3M
Clients per advisor387131
Main custodianFidelitySchwabSchwab
Filing with the SEC since201820192012 or earlier
Tools in their stack331
People on Advicer.bio11156

From each firm's latest Form ADV (Sep 2026, Jul 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 PlanningLifestyle Asset Management, Inc.Clean Yield Asset Management
CRM
Envestnet TamaracUses it––
HubSpotUses it––
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoneyUses it––
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Prosperity Planning: Fidelity · Lifestyle Asset Management, Inc.: Schwab · Clean Yield Asset Management: Schwab