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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 Wealthtrak Advisors (swap one in):+ Inman Jager Wealth Management, LLC $225M · Hattiesburg, MS+ Edgewater Pro Sports Financial $225M · Avon, OH+ Lightsquare Wealth Management, LLC $203.5M · Bingham Farms, MI+ Element Squared Private Wealth $203.5M · Minneapolis, MN
Virginia Beach, VA
Dallas, TX
Lawrence, KS
Assets under management$214.3M$225M$225.1M
Asset growth, last 2 years+52%+38%+26%
Advisory staff342
Individual clients267152295
Assets per client$803K$1.5M$763K
Clients per advisor8938148
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since202220222020
Tools in their stack–52
People on Advicer.bio542

From each firm's latest Form ADV (May 2026, Mar 2026, Jul 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.

ToolWealthtrak AdvisorsPrincipia Wealth Advisory, LLCThe Perspective Group
Client File Sharing
ShareFile––Uses it
CRM
SS&C Black Diamond–Uses it–
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoney–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Wealthtrak Advisors: Schwab · Principia Wealth Advisory, LLC: Schwab · The Perspective Group: LPL Financial, Lincoln Financial Distributors, Inc.