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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 Captar Private Wealth (swap one in):+ Infinity Financial Services Advisory $174M · Oakland, CA+ Clp Asset Management, LLC $173.8M+ Vested Financial Planning, LLC $157.2M+ River's Edge $157.1M · Beaver, PA
St. Louis Park, MN
Boston, MA
Mansfield, MA
Assets under management$165.5M$173.9M$157.1M
Asset growth, last 2 years+55%+26%–
Advisory staff332
Individual clients1844690
Assets per client$899K$3.8M$1.7M
Clients per advisor611545
Main custodian–SchwabSchwab
Filing with the SEC since202320172024
Tools in their stack–24
People on Advicer.bio122

From each firm's latest Form ADV (Jul 2026, May 2026, Jan 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.

ToolCaptar Private WealthLevatus LLCDelphinus Financial Advisors, LLC
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
Orion–Uses itUses it
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Captar Private Wealth: none listed · Levatus LLC: Schwab · Delphinus Financial Advisors, LLC: Schwab