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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
Media, PA
Assets under management$270.4M$283.9M$256.8M
Asset growth, last 2 years+49%+46%+75%
Advisory staff1354
Individual clients673391202
Assets per client$402K$726K$1.3M
Clients per advisor527851
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220192021
Tools in their stack––5
People on Advicer.bio1554

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 LLCStone Pine Financial Partners
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Mailchimp––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Blueleaf––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Prota Financial: Schwab · Vital Investment Management LLC: Schwab · Stone Pine Financial Partners: Schwab