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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+ Insight Financial Services $213.8M · Overland Park, KS+ Retiremitten Financial LLC $213.8M · Clarkston, MI
Lawrence, KS
Leawood, KS
Greensboro, NC
Assets under management$225.1M$237.4M$236.5M
Asset growth, last 2 years+26%+53%+138%
Advisory staff212
Individual clients2959194
Assets per client$763K$2.6M$2.5M
Clients per advisor1489147
Main custodianLPL FinancialFidelitySchwab
Filing with the SEC since20202012 or earlier2022
Tools in their stack2–8
People on Advicer.bio213

From each firm's latest Form ADV (Jul 2026, Feb 2026, Jan 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 ManagementLevel Wealth Management LLC
Advisor Lead Gen
Fee-Only Network––Uses it
Wealthtender––Uses it
Custodial Platform
Charles Schwab––Uses it
LPL Financial (ClientWorks)Uses it––
Client File Sharing
ShareFileUses it––
Digital Marketing
Mailchimp––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

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