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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 Vetter Planning (swap one in):+ Pugh Wealth Management, LLC $43.7M · Knoxville, TN+ Src Wealth Advisors LLC $43.7M+ Balanced Capital $39.5M+ Portfolio Logix, LLC $39.5M · Missoula, MT
East Grand Rapids, MI
Assets under management$41.6M$43.7M$43.7M
Asset growth, last 2 years––+91%
Advisory staff111
Individual clients5910150
Assets per client$705K$432K$874K
Clients per advisor5910150
Main custodian–––
Filing with the SEC since202620262013
Tools in their stack–––
People on Advicer.bio121

From each firm's latest Form ADV (Mar 2026, Apr 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

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.