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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 Prosperity People (swap one in):+ Butler Financial Services $154.7M · Denver, CO+ Elevage Partners, LLC $154.6M · Reno, NV+ Boyd Financial Strategies, Inc. $139.6M · Auburn, MA+ Sikorski Wealth Management, LLC $139.6M · San Diego, CA
Bellevue, KY
Blue Bell, PA
Assets under management$147M$154.6M$139.6M
Asset growth, last 2 years+33%––
Advisory staff412
Individual clients1693918
Assets per client$870K$4M$7.8M
Clients per advisor42399
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220242024
Tools in their stack2––
People on Advicer.bio412

From each firm's latest Form ADV (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 Prosperity PeopleCapital Achievements, LLCCoombs Wealth Advisory, LLC
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: The Prosperity People: Schwab · Capital Achievements, LLC: Schwab · Coombs Wealth Advisory, LLC: Schwab