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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 Provident Living Advisors LLC (swap one in):+ US Advisory Group $65.8M · Beverly, MA+ Tak Advisory $65.8M+ Schenkelberg Investments, LLC $59.5M+ Vega Financial LLC $59.5M
Silverdale, WA
Pittsburgh, PA
Brentwood, TN
Assets under management$62.7M$65.8M$59.5M
Asset growth, last 2 years–––
Advisory staff122
Individual clients12810660
Assets per client$490K$621K$992K
Clients per advisor1285330
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–33
People on Advicer.bio122

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

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.

ToolProvident Living Advisors LLCNorth River Wealth AdvisorsHighmark, LLC
Advisor Lead Gen
Fee-Only Network–Uses it–
Custodial Platform
Altruist––Uses it
Email & Office Suites
Microsoft 365–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly––Uses it
Website Builders
Webflow––Uses it