Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Lake Avenue Financial LLC $154.7M · Pasadena, CA+ Butler Financial Services $154.7M · Denver, CO+ Coombs Wealth Advisory, LLC $139.6M · Blue Bell, PA+ Boyd Financial Strategies, Inc. $139.6M · Auburn, MA
Bellevue, KY
Reno, NV
Assets under management$147M$154.6M$154.6M
Asset growth, last 2 years+33%–+8%
Advisory staff415
Individual clients16939365
Assets per client$870K$4M$423K
Clients per advisor423973
Main custodianSchwabSchwabAxos Clearing
Filing with the SEC since202220242018
Tools in their stack2–2
People on Advicer.bio415

From each firm's latest Form ADV (Feb 2026, Jan 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 Prosperity PeopleCapital Achievements, LLCElevage Partners, LLC
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: The Prosperity People: Schwab · Capital Achievements, LLC: Schwab · Elevage Partners, LLC: Axos Clearing