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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+ The Private Investment Group, Inc. $179.3M · Kettering, OH+ Palm Wealth Partners $179.3M · Boca Raton, FL
Thousand Oaks, CA
Assets under management$188.8M$198.4M$179.3M
Asset growth, last 2 years+28%+32%+62%
Advisory staff134
Individual clients34191303
Assets per client$5.6M$1M$592K
Clients per advisor346476
Main custodianSchwabSchwabAssetMark
Filing with the SEC since202220182023
Tools in their stack–3–
People on Advicer.bio124

From each firm's latest Form ADV (Mar 2026, Aug 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 AdvisorsWaystone Advisors LLC
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 · Waystone Advisors LLC: AssetMark