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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 Seed Wealth Management, Inc. (swap one in):+ Prestige Wealthwide, LLC $198.5M · Lehi, UT+ Pmg Wealth Management $198.3M · Hawthorn Woods, IL+ Waystone Advisors LLC $179.3M+ The Private Investment Group, Inc. $179.3M · Kettering, OH
Thousand Oaks, CA
Boca Raton, FL
Assets under management$188.8M$198.4M$179.3M
Asset growth, last 2 years+28%+32%–
Advisory staff139
Individual clients34191686
Assets per client$5.6M$1M$261K
Clients per advisor346476
Main custodianSchwabSchwabFidelity
Filing with the SEC since202220182024
Tools in their stack–3–
People on Advicer.bio129

From each firm's latest Form ADV (Mar 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.

ToolSeed Wealth Management, Inc.Cedarstone AdvisorsPalm Wealth Partners
CRM
Envestnet Tamarac–Uses it–
TAMP
Savant Wealth Partners–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Seed Wealth Management, Inc.: Schwab · Cedarstone Advisors: Schwab · Palm Wealth Partners: Fidelity