Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Stone Pine Financial Partners $256.8M · Media, PA+ Hartmann Taylor Wealth Management, LLC $254.6M · Dallas, TX
Houston, TX
Loveland, CO
Maitland, FL
Assets under management$270.4M$283.9M$256.8M
Asset growth, last 2 years+49%+46%+40%
Advisory staff1352
Individual clients673391451
Assets per client$402K$726K$569K
Clients per advisor5278226
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since202220192020
Tools in their stack––2
People on Advicer.bio1553

From each firm's latest Form ADV (Feb 2026, Oct 2026, Sep 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 LLCRd Lewis Wealth Management
Custodial Platform
Vanguard––Uses it
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Prota Financial: Schwab · Vital Investment Management LLC: Schwab · Rd Lewis Wealth Management: LPL Financial, Vanguard