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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 Provizr (swap one in):+ Prophet Wealth Management $80.4M · Kenosha, WI+ Champion Financial Planning Group, LLC $80.4M · Annapolis, MD+ Jcb Financial, Inc. $72.7M+ Farnsley Wealth Management, LLC $72.7M · Port St. Joe, FL
Ann Arbor, MI
Allen Park, MI
Assets under management$76.5M$80.4M$72M
Asset growth, last 2 years–––
Advisory staff621
Individual clients123200121
Assets per client$622K$402K$595K
Clients per advisor21100121
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack4–2
People on Advicer.bio622

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

ToolProvizrCastellano Wealth PlanningAffinity Financial Advisory
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
CalendlyUses it––
Website Builders
WixUses it––