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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 Camelot Portfolios, LLC (swap one in):+ The Holland Group, Retirement Wealth Advisors, LLC $286.1M · Clearwater, FL+ Preston Wealth Advisors, LLC. $286M · Reston, VA+ Equity Wealth Partners, LLC $258.6M · Independence, MO+ W&S Brokerage Services, Inc. $257.2M · Cincinnati, OH
Maumee, OH
Cincinnati, OH
Denver, CO
Assets under management$272.2M$286.3M$286M
Asset growth, last 2 years−11%+11%+26%
Advisory staff427
Individual clients66284186
Assets per client$411K$3.4M$1.5M
Clients per advisor1664227
Main custodianFidelityFidelity–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio336

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Camelot Portfolios, LLC: Fidelity, Folio, Interactive Brokers · Schulhoff & Co Inc: Fidelity · Lotusgroup Advisors: none listed