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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+ Orion Investment Co $515.4M · St Louis, MO+ Financial Network Wealth Advisors LLC $515.4M · Murray, UT
North Kansas City, MO
Friendswood, TX
Lake Forest, CA
Assets under management$543.2M$571.2M$515.8M
Asset growth, last 2 years+30%+50%+75%
Advisory staff10133
Individual clients383922670
Assets per client$1.4M$619K$770K
Clients per advisor3871223
Main custodianFidelitySchwabSchwab
Filing with the SEC since201820192012 or earlier
Tools in their stack333
People on Advicer.bio11153

From each firm's latest Form ADV (Sep 2026, Jul 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 PlanningLifestyle Asset Management, Inc.Prudent Investors
CRM
HubSpotUses it–Uses it
Envestnet TamaracUses it––
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoneyUses it––
Planning Light
Advyzon––Uses it
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly––Uses it

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