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 Proventus Ag (swap one in):+ Avenir Corporation $849.3M · Alexandria, VA+ Pennsylvania Capital Management Inc. $848.6M · Huntingdon Valley, PA+ Demming Financial Services Corp. $765.9M · Aurora, OH+ Blue Edge Capital, LLC $765.1M · Richmond, VA
Zurich
Lakewood, CO
Williston, VT
Assets under management$807.2M$848.8M$849.1M
Asset growth, last 2 years+33%+37%+75%
Advisory staff3211
Individual clients781351,028
Assets per client$10.3M$6.3M$826K
Clients per advisor266893
Main custodianBw BankSchwabFidelity
Filing with the SEC since201320162012 or earlier
Tools in their stack–––
People on Advicer.bio–29

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Proventus Ag: Bw Bank, Bank Julius Bär, Zürcher Kantonalbank, Bank Vontobel · Bason Asset Management: Schwab · Silverlake Wealth Management LLC: Fidelity, Schwab