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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 Weis Advisory (swap one in):+ Pento Portfolio Strategies, LLC $237.3M · Naples, FL+ Fort Vancouver Investment Management, LLC $237.1M · Vancouver, WA+ Continuity Wealth Management, Corp. $214.3M · Portland, OR+ Ao Wealth Advisory $213.2M · Urbandale, IA
Clive, IA
Montrose, CO
Syosset, NY
Assets under management$225.6M$237.2M$214.3M
Asset growth, last 2 years+43%+67%+46%
Advisory staff455
Individual clients716413297
Assets per client$315K$574K$722K
Clients per advisor1798359
Main custodianLPL FinancialSchwabFolio
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack––3
People on Advicer.bio465

From each firm's latest Form ADV (Mar 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.

ToolWeis AdvisoryElderado Financial, Inc4thought Financial Group Inc.
CRM
HubSpot––Uses it
Financial Planning
eMoney––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Weis Advisory: LPL Financial · Elderado Financial, Inc: Schwab · 4thought Financial Group Inc.: Folio