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 Camelot Portfolios, LLC (swap one in):+ Lotusgroup Advisors $286M · Denver, CO+ Preston Wealth Advisors, LLC. $286M · Reston, VA+ Aft, Forsyth and Company, Inc. $258.6M · Jupiter, FL+ W&S Brokerage Services, Inc. $257.2M · Cincinnati, OH
Maumee, OH
Cincinnati, OH
Independence, MO
Assets under management$272.2M$286.3M$258.6M
Asset growth, last 2 years−11%+11%+32%
Advisory staff426
Individual clients66284939
Assets per client$411K$3.4M$275K
Clients per advisor16642157
Main custodianFidelityFidelityRaymond James
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack––3
People on Advicer.bio337

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

ToolCamelot Portfolios, LLCSchulhoff & Co IncEquity Wealth Partners, LLC
Custodial Platform
Raymond James––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
GReminders––Uses it

Custodians on Form ADV: Camelot Portfolios, LLC: Fidelity, Folio, Interactive Brokers · Schulhoff & Co Inc: Fidelity · Equity Wealth Partners, LLC: Raymond James