This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · US Bank · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-10-2019
- Office Locations
- 3
Office Locations
About Peerless Wealth
Peerless Wealth is a Columbus, OH fiduciary RIA led by founder/president Erik Thompson. The firm provides financial planning and discretionary investment management for business owners and families, with portfolios built around active asset allocation and risk management using ETFs and mutual funds and selectively considering alternatives. It emphasizes client education, publishing blog/video guidance on estate planning, 401(k) decisions, and fraud protection. Primary custodian: Charles Schwab.
Reported data analysis
What the numbers show
Between December 8, 2025 and August 20, 2026, reported AUM increased 45.4%, from $102.2M to $148.7M.
Across 3 reported observations, AUM increased 69.4% between March 18, 2024 and August 20, 2026, from $87.8M to $148.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 220 clients, or 55 clients per representative. That equates to $675.7K in reported AUM per client.
The profile lists 3 reported office locations and 6 years in operation. The source data was last updated on August 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Peerless Wealth's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Peerless Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ERIK OLIVER THOMPSON
Chief Compliance Officer, Investment Advisor, President
- CRD
- #3097998
- Ownership
- 75% or more
Robert Pascarella
Analyst
- CRD
- #7636255
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Jake William Ethridge
--
- CRD
- #7864515
Stephen Jimenez
--
- CRD
- #1260221
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,652,650 | $353,094 |
| Non-Discretionary | $0 | -- |
| Total | $148,652,650 | $353,094 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Peerless Wealth has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.