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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 Wealth, LLC (swap one in):+ Stage Wealth Management, Inc. $103.5M+ Reitz Capital Advisors LLC $103.4M · Freeland, MI+ Transcend Wealth $93.5M · Woodmere, OH+ Capstone Investment Management LLC $93.5M · Palm Coast, FL
Salt Lake City, UT
Assets under management$98.5M$103.4M$103.5M
Asset growth, last 2 years––−0%
Advisory staff132
Individual clients10821175
Assets per client$912K$4.9M$591K
Clients per advisor108788
Main custodian––Schwab
Filing with the SEC since202620262012 or earlier
Tools in their stack–21
People on Advicer.bio122

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

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.

ToolProvident Wealth, LLCKnight Family WealthAg Financial
CRM
iPaladin–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Performance Reporting
Addepar–Uses it–

Custodians on Form ADV: Provident Wealth, LLC: none listed · Knight Family Wealth: none listed · Ag Financial: Schwab