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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 Prym Advisors LLC (swap one in):+ Graf Financial, L.l.c. $80.3M · Baton Rouge, LA+ Personal Financial Advisors, Inc. $80.3M · Pickerington, OH+ Investus Financial $72.6M · Newport Beach, CA+ Lifecraft Wealth Management $72.6M · Sunrise, FL
Fort Lauderdale, FL
Winter Park, FL
St. Petersburg, FL
Assets under management$76.4M$80.8M$72.2M
Asset growth, last 2 years–––
Advisory staff121
Individual clients7110148
Assets per client$1.1M$800K$1.5M
Clients per advisor715148
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–3–
People on Advicer.bio12–

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

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.

ToolPrym Advisors LLCLakeshore AdvisorsBurkart Financial Group, Inc.
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–