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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 The Perspective Group (swap one in):+ Level Wealth Management LLC $236.5M · Greensboro, NC+ Schamberger, Greylak & Utterback Wealth Management, LLC $236.4M · La Crosse, WI+ Insight Financial Services $213.8M · Overland Park, KS+ Retiremitten Financial LLC $213.8M · Clarkston, MI
Lawrence, KS
Leawood, KS
Santa Barbara, CA
Assets under management$225.1M$237.4M$236.4M
Asset growth, last 2 years+26%+53%+31%
Advisory staff211
Individual clients29591111
Assets per client$763K$2.6M$2.1M
Clients per advisor14891111
Main custodianLPL FinancialFidelitySchwab
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack2––
People on Advicer.bio211

From each firm's latest Form ADV (Jul 2026, Feb 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.

ToolThe Perspective GroupEverest Wealth ManagementCastle Wealth Planning
Client File Sharing
ShareFileUses it––
Custodial Platform
LPL Financial (ClientWorks)Uses it––

Custodians on Form ADV: The Perspective Group: LPL Financial, Lincoln Financial Distributors, Inc. · Everest Wealth Management: Fidelity · Castle Wealth Planning: Schwab