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 Atis (swap one in):+ Cantata Wealth Management, LLC $101.1M · Coral Gables, FL+ Rga Investment Advisors, LLC $101.1M · Great Neck, NY+ Aulestia Wealth Management, Inc. $91.4M · Naples, FL+ Luminary Wealth $90.9M · Fort Wayne, IN
Highland, IN
Indianapolis, IN
Assets under management$96.3M$101.3M$91.5M
Asset growth, last 2 years–––
Advisory staff311
Individual clients2299510
Assets per client$420K$1.1M$9.1M
Clients per advisor769510
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack––3
People on Advicer.bio411

From each firm's latest Form ADV (Jan 2026, Feb 2026, Oct 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.

ToolAtisCorwin Company LLCDelvaux Wealth Management
Custodial Platform
Interactive Brokers––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Website Builders
Squarespace––Uses it