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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+ Lotusgroup Advisors $286M · Denver, CO+ Equity Wealth Partners, LLC $258.6M · Independence, MO+ W&S Brokerage Services, Inc. $257.2M · Cincinnati, OH
Maumee, OH
Cincinnati, OH
Reston, VA
Assets under management$272.2M$286.3M$286M
Asset growth, last 2 years−11%+11%+48%
Advisory staff424
Individual clients66284301
Assets per client$411K$3.4M$950K
Clients per advisor1664275
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack––2
People on Advicer.bio335

From each firm's latest Form ADV (Apr 2026, Mar 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 IncPreston Wealth Advisors, LLC.
Custodial Platform
Charles Schwab––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Camelot Portfolios, LLC: Fidelity, Folio, Interactive Brokers · Schulhoff & Co Inc: Fidelity · Preston Wealth Advisors, LLC.: Schwab