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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):+ Schamberger, Greylak & Utterback Wealth Management, LLC $236.4M · La Crosse, WI+ Castle Wealth Planning $236.4M · Santa Barbara, CA+ Retiremitten Financial LLC $213.8M · Clarkston, MI+ Locker Financial Services, LLC $213.8M · Verona, NJ
Lawrence, KS
Leawood, KS
Overland Park, KS
Assets under management$225.1M$237.4M$213.8M
Asset growth, last 2 years+26%+53%+23%
Advisory staff218
Individual clients29591444
Assets per client$763K$2.6M$482K
Clients per advisor1489156
Main custodianLPL FinancialFidelityFidelity
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack2––
People on Advicer.bio219

From each firm's latest Form ADV (Jul 2026, Feb 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 ManagementInsight Financial Services
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 · Insight Financial Services: Fidelity