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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):+ Clean Yield Asset Management $571.2M · Norwich, VT+ Sanchez Wealth Management Group, LLC $571.2M · Jacksonville, FL+ Prudent Investors $515.8M · Lake Forest, CA+ Orion Investment Co $515.4M · St Louis, MO
North Kansas City, MO
Friendswood, TX
San Jose, CA
Assets under management$543.2M$571.2M$570.6M
Asset growth, last 2 years+30%+50%+89%
Advisory staff10133
Individual clients383922381
Assets per client$1.4M$619K$1.5M
Clients per advisor3871127
Main custodianFidelitySchwabFidelity
Filing with the SEC since201820192016
Tools in their stack334
People on Advicer.bio11153

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.Ttp Investments, Inc.
CRM
Envestnet TamaracUses it––
HubSpotUses it––
Client File Sharing
Box––Uses it
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoneyUses it––
Portfolio Management
Orion–Uses itUses it
Schedule Apps
Acuity Scheduling––Uses it
Website Builders
Squarespace––Uses it

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