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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 Prota Financial (swap one in):+ Griffin Family Partners, LLC $283.9M+ Meridian Financial Advisors, LLC $283.9M · Holliston, MA+ Rd Lewis Wealth Management $256.8M · Maitland, FL+ Hartmann Taylor Wealth Management, LLC $254.6M · Dallas, TX
Houston, TX
Loveland, CO
Champaign, IL
Assets under management$270.4M$283.9M$284M
Asset growth, last 2 years+49%+46%+49%
Advisory staff1353
Individual clients673391295
Assets per client$402K$726K$963K
Clients per advisor527898
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220192018
Tools in their stack––1
People on Advicer.bio1554

From each firm's latest Form ADV (Feb 2026, Oct 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.

ToolProta FinancialVital Investment Management LLCHolder Wealth Management
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Prota Financial: Schwab · Vital Investment Management LLC: Schwab · Holder Wealth Management: Schwab