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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 Quantumvest, Inc. (swap one in):+ Physicians Wealth Solutions, LLC $43.3M · Columbus, OH+ Domain Money Advisors, LLC $43.3M · New York, NY+ Sperka Investment Management, LLC $39.2M+ Fsr Wealth Management, LLC $39.2M
Scottsdale, AZ
Prescott, AZ
Yakima, WA
Assets under management$41.2M$43.4M$39.2M
Asset growth, last 2 years–––
Advisory staff213
Individual clients1742744
Assets per client$237K$1.6M$890K
Clients per advisor872715
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack2––
People on Advicer.bio213

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

ToolQuantumvest, Inc.Brio Financial PlanningAlegria Asset Management
Custodial Platform
Charles SchwabUses it––
Interactive BrokersUses it––